He told CNBC: "My understanding is that Deepseek has about 50,000 H100s, which they can't talk about obviously because it is ...
So, let's consider a few facts for a moment. Reuters reports that DeepSeek's development entailed 2,000 of Nvidia's H800 GPUs ...
Brian Colello at Morningstar maintained his target price of $130 per share on Nvidia stock following the DeepSeek news. "We ...
Chinese AI company DeepSeek says its DeepSeek R1 model is as good, or better than OpenAI's new o1 says CEO: powered by 50,000 ...
Top of the line GPUs. DeepSeek has said it has access to 10,000 of Nvidia’s older generation A100 GPUs—chips that were ...
Nvidia (NASDAQ:NVDA) stock rampaged across the market, rising over 900% over the last two years to hit a $3.5 trillion ...
Although it was initially thought that DeepSeek was using Nvidia’s lower-performing H800 chips, Wang confirmed that the ...
DeepSeek has disrupted the foundations of major American companies such as Nvidia, OpenAI, Google, and Meta, all of whom have ...
DeepSeek R1 model was trained on NVIDIA H800 AI GPUs, while inferencing was done on Chinese made chips from Huawei, the new ...
We came across a bullish thesis on NVIDIA Corporation (NVDA) on Substack by Charly AI. In this article, we will summarize the ...