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As investors grow wary of the debt and growth plans behind AI data center buildouts, Nvidia's own capital is increasingly the backstop holding the AI cloud economy together.
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Nvidia has committed more than $170 billion in investments, guarantees and other financial support to help AI cloud providers and data center developers expand. As investors grow wary of these companies’ debt and growth plans, Nvidia could face pressure to provide even more support. Read more:Read original on X
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Huawei engineers working inside DeepSeek's offices signals a push to train advanced AI models without relying on Nvidia.
A reported order worth more than $35 billion against allocations of just 5 to 10 percent shows Chinese AI demand far outstripping supply.
Huawei engineers working inside DeepSeek's offices point to China's accelerating push to train advanced models without relying on Nvidia.
The Apache 2.0 release runs on both Nvidia and Huawei hardware, handing developers the serving stack behind DeepSeek's own low serving costs.