Nvidia (NVDA) shares sank on the news of DeepSeek and worries that it could lead to tech giants spending less on AI. That, ...

DeepSeek stoked those fears ... technology for less money. But Nvidia’s largest customers have reaffirmed their spending plans since then. And analysis by Bloomberg Intelligence this week ...

The chipmaker invested $3.2 billion in capital expenditures in fiscal 2025, expanding Blackwell accelerator production and AI ...

DeepSeek’s models emphasize software-driven ... roughly 10% below the current market price. See our analysis of Nvidia valuation: Expensive or Cheap for more details. Learn more about Trefis ...

Discover how Nvidia is navigating challenges from emerging AI startups like DeepSeek, driven by favorable US policies, ...

DeepSeek has made a "real impact" in how people think about inference and reasoning AI, the Nvidia CEO said.

The AI boom is not over. Although the light is dimming, Nvidia’s day in the sun is not yet done. “You have these secular ...

But for Nvidia’s SVP of networking, Kevin Deierling, the generative AI industry’s embrace of reasoning models points to a ...

Chip makers are adding more AI features to desktop GPUs as newer reasoning genAI models become leaner and capable of running ...

Nvidia faces rising competition in the AI chip market. Chinese firms like DeepSeek and Huawei are developing rival AI ...

While Nvidia remains the clear leader in the most advanced AI chips, competitors and partners alike are racing to develop ...