DeepSeek’s chip gamble is about weakening Nvidia’s pricing power
It may be weakening the very logic that has allowed Nvidia to maintain extraordinary margins for years: customers have no alternative.
Tag: CUDA
Read More
Enflame given go-ahead for IPO registration, completes AI chip quartet
Enflame’s IPO approval marks another milestone in China’s bid to build a self-sufficient AI semiconductor industry amid tightening US export controls.