Nvidia, DeepSeek and China

Nvidia Chip Flow to China Should be Throttled Post-DeepSeek, U.S. Lawmakers Say
Export controls need to be tightened after revelations the Chinese company used Nvidia technology, the leaders of a congressional committee said.
Lawmakers urge Trump to consider new curbs on Nvidia chips used by China's Deepseek
Two U.S. Congress members are calling on President Donald Trump's administration to consider restricting the export of artificial intelligence chips made by Nvidia , alleging Chinese AI firm DeepSeek has relied on them.
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.
China's DeepSeek chatbot reportedly gets much more done with fewer GPUs but Nvidia still thinks it's 'excellent' news
So, let's consider a few facts for a moment. Reuters reports that DeepSeek's development entailed 2,000 of Nvidia's H800 GPUs and a training budget of just $6 million, while CNBC claims that R1 "outperforms" the best LLMs from the likes of OpenAI and others.
US probing if China’s DeepSeek got Nvidia chips through Singapore- Bloomberg
DeepSeek- which is backed by Chinese hedge fund High-Flyer- had said in July 2022 that it owned and operated a cluster of 10,000 A100 Nvidia chips, which are a less advanced version of Nvidia’s AI chips, developed specifically for China. The chips are also compliant with U.S. export restrictions.
Trump Officials Consider New Restrictions on Nvidia (NVDA) Chip Sales to China
Trump administration officials are considering new restrictions on Nvidia (NVDA) chip sales to China. Indeed, they are focusing on the
Nvidia is not out of the woods yet; stock falls after reports emerge that the Trump administration is looking at imposing further curbs on the sale of its chips to China
The US is considering new restrictions on chip sales to China, adding to existing concerns about competition from Chinese AI models.
China’s DeepSeek AI is hitting Nvidia where it hurts
DeepSeek’s AI models reportedly rival OpenAI’s for a fraction of the cost and compute.
Not just DeepSeek: Here's why Nvidia stock hasn't recovered
While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores.
Does DeepSeek's Massive AI News Make Nvidia a Sell -- or a Buy?
China’s DeepSeek says it trained an AI model for less than $6 million. This is as big U.S. tech companies have poured ...
Interesting Engineering on MSN2d
DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US tech
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
"DeepSeek is acting as a fast follower": Ex-OpenAI board member claims China is not leading the AI pack — but President Trump revoking Biden's NVIDIA chip export ba…
Former OpenAI board member Helen Toner claims despite DeepSeek's recent success in AI, it's not leading the pack. However, if ...
Cerebras becomes the world’s fastest host for DeepSeek R1, outpacing Nvidia GPUs by 57x
B AI model on its wafer-scale processor, delivering 57x faster speeds than GPU solutions and challenging Nvidia's AI chip dominance with U.S.-based inference processing.
US lawmakers urge Trump to consider new curbs on Nvidia chips used by China’s Deepseek
The US fears China could harness AI to launch aggressive cyber attacks or even develop a bioweapon. Read more at straitstimes ...
NVIDIA Corporation (NVDA): U.S. – China AI Tensions Impact Nvidia Amid Tech Selloff
We recently published a list of 10 AI News and Ratings Making Waves Around Wall Street. In this article, we are going to take ...