Subject


DeepSeek


2025-02-27

[News] NVIDIA Forecasts Q1 Sales to Rise 65%, Reinforcing AI Demand Amid DeepSeek Concerns

The AI frenzy is not over yet, as U.S. chip giant NVIDIA beats Q4 estimates and gives a strong outlook for the current quarter. The company forecasts Q1 sales to hit $43 billion, up 65% YoY. As highlighted by Reuters, this signals strong AI demand from Microsoft, Amazon, and other tech giants, easin...

2025-02-26

[News] DeepSeek Adoption Reportedly Fuels NVIDIA H20 Orders, Led by Tencent, ByteDance, Alibaba

Although there were previous concerns that DeepSeek might slow down the AI chip market, according to Reuters, Chinese companies are ramping up orders for NVIDIA’s H20 AI chips due to the growing demand for DeepSeek’s low-cost AI models. The report, citing sources, highlights that in response ...

2025-02-21

[New] AI Talent Race Heats Up in China as Xiaomi, ByteDance, and Alibaba Compete for Experts

According to Commercial Times, citing Chinese media outlet Science and Technology Innovation Express News, the global sensation brought by DeepSeek has heightened enthusiasm for AI among China’s internet and technology giants. These companies have been actively recruiting AI talent. As enterprises...

2025-02-20

[News] SK hynix CEO Dismisses DeepSeek Concerns, Predicts NAND Market Recovery by Late 2025

Despite concerns that China’s low-cost AI model DeepSeek could disrupt the tech industry, SK hynix dismisses such fears. President and CEO Kwak Noh-jung sees it as a long-term driver of semiconductor demand and new opportunities, according to etnews and ZDNet. Kwak noted that though in the shor...

iPhone 16
2025-02-12

[News] Apple Reportedly Teams Up with Alibaba to Bring AI to iPhones in China, Rejects DeepSeek

According to Reuters, citing The Information, sources indicate that Apple is collaborating with Alibaba to introduce AI features for iPhone users in China. The report points out that prior to this, Apple had also considered partnering with DeepSeek. However, due to the startup’s lack of manpowe...

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