Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, ...

Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.

The developer of the chatbot that shocked U.S. incumbents had access to Nvidia chips that its parent company providentially ...

This is hardly new territory with the RTX 4000 series GPUs, including the RTX 4090 in particular commanding a premium over ...

High-Flyer's A100 clusters were built and put into operation ... their analysis pointing to DeepSeek having ~50 thousand GPUs from NVIDIA's Hopper architecture available thanks to sharing ...

Research analyst Dan Ives just compared DeepSeek's AI model to Chinese online retailer Temu.

A research firm has estimated the expenditure needed to create DeepSeek's R1 model, which caused the market to drain $1 ...

One of Musk’s main criticisms focuses on DeepSeek’s GPU usage. The company claims to have trained its model using around 10,000 Nvidia A100 GPUs, which is relatively modest compared to the ...

Regardless, the sudden popularity of DeepSeek's models has led to the likes of Microsoft, Google, Amazon Web Services (AWS), ...

After more than a week of uncharacteristic silence, Elon Musk has finally spoken about DeepSeek, the Chinese AI startup that has been making headlines for its low-cost, high-performance AI model.

Musk even mocked DeepSeek in one of his social media posts, fueling further speculation about the company’s true capabilities ...