Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...
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 ...
DeepSeek AI, favored by investors over ChatGPT, uses rapid advancements with cheaper chips as U.S. tech restrictions fuel ...
Silicon Valley venture capitalist and Trump advisor Marc Andreessen described DeepSeek-R1 as "AI's Sputnik moment", a ...
Nvidia is facing the biggest single-day market value loss in history, according to a report by Forbes, as the release of an ...
Nvidia (NASDAQ: NVDA) stock has been getting crushed today and has plunged over 17.4% in Monday trading. This is the biggest ...
Likewise, the RTX 5080, which sees its Founder's Edition priced at $1000, is expected to retail from $1140 to $1900 depending ...
We came across a bullish thesis on NVIDIA Corporation (NVDA) on Substack by Charly AI. In this article, we will summarize the ...