Nvidia under spotlight after DeepSeek AI bombshell; here's the critical number that every Nvidia investor must track

Zeihan on Geopolitics

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AI Drama: DeepSeek, Nvidia, and China - Zeihan on Geopolitics

A Chinese firm, DeepSeek, claimed to develop an AI model at a fraction of the cost used to develop competing models. This has caused quite the stir, but what is actually going on?

The Economic Times

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Nvidia under spotlight after DeepSeek AI bombshell; here's the critical number that every Nvidia investor must track

Nvidia's stock dropped by 11% in 2025 after Chinese AI startup DeepSeek claimed to develop a high-performing language model for only $6 million, diverting investor interests. However, investors are suggested to pay attention to Nvidia's upcoming earnings report, especially their data centre revenue, as per The Motley Fool.

3 Quarks Daily

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DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters - 3 Quarks Daily

https://www.youtube.com/watch?v=_1f-o0nqpEI&ab_channel=LexFridman

se7en.ws

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It is likely that in the near future, China will receive a worthy alternative to Nvidia's graphics accelerators for AI-related tasks. Reportedly, the Huawei Ascend 910C processor, although it will not be able to compete with powerful solutions such as Nvidia B200 or even H100, will still significantly surpass current Chinese counterparts, and will also be faster than many specialized graphics cards... The post Will China do without Nvidia accele…

Dataconomy

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Can Huawei break Nvidia’s stranglehold on AI? DeepSeek says so!

Is Huawei finally catching up to Nvidia in the AI arms race? DeepSeek’s research reveals that Huawei’s Ascend 910C delivers 60% of the inference performance of Nvidia’s flagship H100 GPU—a striking achievement for a chip born under U.S. sanctions and made without TSMC’s cutting-edge technology. While Nvidia has long dominated the AI hardware world with its CUDA-powered GPUs, Huawei’s chip could be the first step in reducing China’s dependence on…