DeepSeek’s AI models drive surging orders for Nvidia H20 chips in China, sources say
Chinese tech giants like Tencent, Alibaba, and ByteDance are significantly increasing their orders for Nvidia's H20 AI chip. This surge is primarily driven by the booming demand for DeepSeek's low-cost AI models, which are gaining traction across various sectors.
The increased demand highlights Nvidia's continued dominance in the AI chip market and alleviates concerns about a potential decline in demand due to DeepSeek's emergence. Beyond the major players, smaller companies in healthcare and education are also purchasing AI servers equipped with DeepSeek models and Nvidia H20 chips, expanding the market beyond traditional sectors like finance and telecommunications. While potential US restrictions on H20 chip sales to China could be a factor, sources indicate that DeepSeek's popularity is the primary driver behind the order surge.
via SCMP Full Text Feed
Chinese tech giants like Tencent, Alibaba, and ByteDance are significantly increasing their orders for Nvidia's H20 AI chip. This surge is primarily driven by the booming demand for DeepSeek's low-cost AI models, which are gaining traction across various sectors.
The increased demand highlights Nvidia's continued dominance in the AI chip market and alleviates concerns about a potential decline in demand due to DeepSeek's emergence. Beyond the major players, smaller companies in healthcare and education are also purchasing AI servers equipped with DeepSeek models and Nvidia H20 chips, expanding the market beyond traditional sectors like finance and telecommunications. While potential US restrictions on H20 chip sales to China could be a factor, sources indicate that DeepSeek's popularity is the primary driver behind the order surge.
via SCMP Full Text Feed
