Nvidia -- along with analysts and investors -- has taken a more constructive view, arguing that DeepSeek's ability to design an AI chatbot comparable to OpenAi's ChatGPT should be lauded, and that its may represent an opportunity for the entire AI market. With that in mind, should investors buy the dip on Nvidia?

Bloomberg reports that the U.S. government is investigating whether DeepSeek acquired Nvidia's restricted GPUs for AI workloads through intermediaries in Singapore, bypassing U.S. export restrictions.

DeepSeek has not disclosed the specific hardware used to train its R1 model. However, it previously indicated that it used a limited number of H800 GPUs — 2,048 — to train its V3 model with 671 billion parameters in just two months, or 2.8 million GPU hours

Mark Zuckerberg Backs Jensen Huang's View On Quantum Computing: 'It's Still Quite A Ways Off'

Nvidia RTX 5080 and RTX 5090 could launch as early as this month so don’t upgrade your gaming PC just yet!

Nvidia Stock Is Falling. CEO Jensen Huang Sold Another Chunk of Shares.

Huang sold nearly 5.3 million shares, in tranches of 120,000 shares each, in a series of transactions between June 13 and Sept. 5, totaling about $633.1 million, according to a SEC filing Thursday.

Nvidia Is Making New Version of Blackwell AI Chip for China

But there are plenty of loopholes China-based buyers can exploit to get around the US rules and gain access to the restricted chips anyway. Chinese companies can use the hardware virtually by renting it via Microsoft and Google cloud servers. Others are reportedly bringing the restricted hardware into China via another country where such export rules don't exist. And some server products containing the advanced chips are still making it to China as well.

While the US has ramped up its domestic chip manufacturing industry thanks to billions in funding from Biden's CHIPS Act, Chinese firms like Huawei and Tencent's Enflame are developing their own chips, too. TikTok's parent company ByteDance is also reportedly developing its own AI chip this year that TSMC will manufacture, but it's unclear when the new tech might go into production.

Is Nvidia Stock In A Bubble Or Is It Justified By AI Growth?

Nvidia shares dropped nearly 7% over a two-day span, sparking concerns that the meteoric rise of the artificial intelligence market leader's stock price may have peaked.

The Nvidia spell has been broken. Here’s what could come next (Nvidia receives plethora of price target hikes despite recent volatility)

What Caused NVIDIA’s $400 Billion Sell-Off in < 10 hrs

It’s healthy for stocks not to go up every single day. And the biggest risk to NVIDIA is a decrease in AI hardware spend which looks no more likely within the next 18 months than it did a week ago.

Nvidia pushes out Apple, Microsoft to become world’s most valuable company

The technology demands more processing power from computers than other kinds of software, and business leaders are busy building new data centers and filling them with chips from Nvidia and other companies to handle new AI tasks.

By the time the AI boom happened, most of the industry was accustomed to using Nvidia’s chips and software. Other chip companies, like AMD and Intel, have scrambled to catch up, but industry analysts and AI researchers say Nvidia will continue to benefit from its head start for years.

Why is Nvidia boss the 'Taylor Swift of tech'?

High-end chips, including those used for AI, have become a source of geopolitcial tension as the US and China race to master production. But it's Taiwan that currently sits at the top of that game - it makes nearly all of the world's most advanced chips.

"In Taiwan, he's also the local boy done good. That is something people can rally around," Mr O'Donnell said.

"The issue is the industry does not like monopolies. Nvidia has a huge market share, but competitors like AMD and Intel are starting to catch up."

Caltech's 130th Commencement Ceremony

Nvidia is cutting AI chip prices in China to keep up with Huawei

The H20, the most advanced chip designed to not require an export control license, has weak sales in China, causing Nvidia to price it below a rival chip from Huawei, Reuters reported, citing unnamed sources familiar with the matter.

Intel CEO says Nvidia’s AI dominance is pure luck — Nvidia VP fires back, says Intel lacked vision and execution

I watched Nvidia's Computex 2024 keynote and it made my blood run cold

I don't think Nvidia CEO Jensen Huang is a bad guy, or that he has nefarious plans for Nvidia, but the most consequential villains in history are rarely evil. They just go down a terribly wrong path, and end up leaving totally forseeable, but ultimately inevitable ruin in their wake.

One million Blackwell GPUs would suck down an astonishing 1.875 gigawatts of power. For context, a typical nuclear power plant only produces 1 gigawatt of power.

This is the problem when you center techonology instead of humanity

However, if a company wants to fire 90% of its customer service staff and replace it with an Nvidia ACE-powered avatar that never sleeps, never eats, never complains about low pay or poor working conditions, and can be licensed for a fee that is lower than the cost of the labor it is replacing, well, I don't have to tell you how that is going to go.

Where does that leave all these human beings, with lives, families, financial obligations, and everything else that comes with being human? That, ultimately, just isn't Nvidia's, or OpenAI's, or Google's problem. No, that will be your problem

There are plenty of 'tech optimists' or even 'tech utopians' who earnestly believe that the ultimate good these AIs will do simply outweigh the pain that this transition brings with it. After all, technological progress always disrupts — the tech industry's favorite word — the status quo, and people have always adapted in the past, so they will do so again. It's for our own good, in the end.

We can't even get the rich to pay the taxes they owe now. What makes anyone think they'll come in and take care of us in the end, no strings attached?