Nvidia, DeepSeek and AI

Nvidia's AI Dominance Faces A Reality Check From DeepSeek
Nvidia Corporation greatly benefited from the AI boom with its GPUs driving neural networks and machine-learning models.
Nvidia may face new competition as DeepSeek challenges the need for high-end AI chips, says Fitch
Fitch Ratings claimed that the shift toward more affordable AI solutions could slow down the massive investments made by ...
Why This Nvidia Shareholder Isn't Losing Sleep Over DeepSeek AI
Nvidia lost 17% in one session, wiping out $600 billion in market value, the biggest one-day loss for a single stock in ...
Nebius: Supercharging Its AI Infrastructure Before Wall Street Wakes Up
Nebius has a strong cash position close to $3B, NVIDIA backing, and a $1 billion data center expansion plan. See why I rate ...
Super Micro Computer (SMCI): Scaling AI with NVIDIA Blackwell-Powered SuperClusters
We recently published a list of 12 AI News and Ratings Investors are Keeping Their Eye On. In this article, we are going to ...
Arm Confirms Central Role In $100 Billion Stargate AI Infrastructure Project With OpenAI, Oracle
Arm has affirmed its central position in the AI ecosystem through its involvement in OpenAI's $100 billion Stargate AI infrastructure project.
Nvidia under spotlight after DeepSeek AI bombshell; here's the critical number that every Nvidia investor must track
Nvidia's stock dropped by 11% in 2025 after Chinese AI startup DeepSeek claimed to develop a high-performing language model ...
Nvidia stock pops as Big Tech spending boom cools DeepSeek fears
Nvidia stock rallied on Wednesday as its top customers, Big Tech giants like Alphabet, continue to invest more in the AI boom ...