Palantir's CEO Just Said This About DeepSeek. Here's What It Could Mean for Nvidia Investors.
He's also the CEO of artificial intelligence (AI) software company Palantir Technologies -- and he often explains sophisticated and complicated ideas in an extremely digestible format. Recently, Karp sat down for an interview and gave his honest take on AI's newest darling,
‘DeepSeek Is a Big Threat,’ Says Top Analyst About Nvidia Stock
Nvidia (NASDAQ:NVDA) shares had a nice rally today, surging nearly 5%. Yet, the stock hasn’t fully recovered from the recent bombshell dropped
Not just DeepSeek: Here's why Nvidia stock hasn't recovered
While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores. Many retailers received fairly low stock quantities, as Nvidia reportedly experienced manufacturing issues.
Is Nvidia Stock Still a Buy After DeepSeek's Breathtaking Innovation?
Because Nvidia is still growing its revenue rapidly, using trailing earning metrics can give a false impression of where the company is headed. However, they're also useful in this case because its future had a wrench thrown into it thanks to DeepSeek's breakthrough.
Nvidia Stock Is Stalling. But Investors Are Looking Past DeepSeek.
Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal
Should You Buy the Dip on Nvidia Stock This February?
Nvidia (NASDAQ:NVDA) doesn’t really need an introduction. It now has an 80% hold over the global GPU market and no other company comes close to it when it comes to making very powerful AI chips. it makes sense why the stock is up so much in the past two years as AI companies have poured money into buying these chips and venture capitalists haven’t stopped funding them.
1 Data Center Stock to Buy on the DeepSeek Dip (Hint: It's Not Nvidia)
DeepSeek built a competing large language model (LLM) to OpenAI's ChatGPT, but claims that it trained the model with old Nvidia processors that aren't widely used anymore. This news has shellshocked technologists and analysts across Wall Street because if DeepSeek's methods of building highly capable AI can be done using legacy hardware,
The "Dean of Valuation" Says Nvidia Stock Could Plunge by 31%. Here's My Contrarian Take on Why DeepSeek Could Fuel It to New Highs, Instead.
Aswath Damodaran is an accomplished professor at New York University's Stern School of Business. In particular, Damodaran ...
MarketWatch1d
Nvidia’s CEO, whose chips play a key role in the DeepSeek drama, becomes latest corporate exec to pay a visit to Trump
President Donald Trump met Friday afternoon with Nvidia Corp. Chief Executive Jensen ... made by Chinese artificial-intelligence startup DeepSeek. Victor Reklaitis is a Washington Correspondent ...
DeepSeek R1 is now available on Nvidia, AWS, and Github as available models on Hugging Face shoot past 3,000
DeepSeek-R1 expands across Nvidia, AWS, GitHub, and Azure, boosting accessibility for developers and enterprises.
Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?
If DeepSeek does make AI software more widespread, that could drive more uses and boost demand for Nvidia's chips. Following ...
The Atlantic8d
DeepSeek’s Chatbot Has an Important Message
(Nvidia’s annual revenue has quadrupled since 2022.) Although DeepSeek also used Nvidia chips to train its model, the company said that they were an older type of GPU—U.S. export controls ...
DeepSeek research suggests Huawei's Ascend 910C delivers 60% of Nvidia H100 inference performance
Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.
Seeking Alpha4d
Nvidia: Thank You DeepSeek
Nvidia Corporation's stock plunged 17% after news of DeepSeek's cost-efficient AI model, raising questions about the AI CAPEX spending and valuation of US tech firms. Despite the market's reaction ...
NVIDIA (NVDA) Faces Quantum Threats and DeepSeek’s Sucker Punch, What’s Next?
NVIDIA (NASDAQ:NVDA) has established itself as a trailblazer in the chip industry and, subsequently, in artificial ...
DeepSeek’s AI Shockwave Hits Nvidia Hard, Wiping Out Billions
One of the biggest stories from last week underscores just how critical AI has become—not just for Silicon Valley, but for ...