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: Nvidia
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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.
Lumos model tops global benchmark for zero-shot embodied AI
Despite having only 2.8 billion parameters—less than one-sixth the size of Nvidia Cosmos—Prime R0 delivered the best overall performance.
Unitree says Nvidia-powered humanoid to launch in second half of 2026
Unitree staff said the new H2 Plus, built on Nvidia’s platform, offers substantially higher computing performance than previous generations.
Nvidia taps Unitree for first China-made humanoid reference robot
The platform is designed for universities and research institutions and will be available through Unitree by the end of 2026.
Metal parts maker posts 80% jump in Q1 revenue on AI cooling demand
For companies like Eldar, once focused on conventional metal machining, the surge has opened a fast-growing niche supplying precision components used in next-generation cooling systems.
Humanoid startup Spirit AI joins hands with chip firm D-Robotics
The two companies said they have already completed integration between Spirit AI’s open-source embodied model Spirit v1.5 and D-Robotics’ Sunrise S600 computing platform.
DeepSeek unveils V4 after prolonged teaser rollout and delay
The release follows an extended, almost 3-month delay that industry sources attribute in part to a transition in training infrastructure from Nvidia GPUs to Huawei Ascend chips.
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.