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: GPU
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.
GPU maker Enflame wins STAR Market nod despite losses, Tencent ties
Behind the milestone is a financial profile defined by strong growth and sustained losses.
DeepSeek’s new V4 model to run on Huawei chips; denies Nvidia early access
DeepSeek also rebuffed Nvidia’s request for early access to V4, providing exclusive access instead to Huawei and select Chinese chip manufacturers.