The Economist: DeepSeek disrupts Nvidia, competition heats up in AI chip war

The Economist: DeepSeek disrupts Nvidia, competition heats up in AI chip war

Nvidia in danger of losing its monopoly-like margins, but don't count it out yet.
Published on

Key topics

  • DeepSeek's AI model shook Nvidia, causing a historic $600bn market loss.
  • Rival chipmakers and cloud giants are challenging Nvidia's dominance.
  • Nvidia's future may hinge on "physical AI" beyond large language models.

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From The Economist, published under licence. The original article can be found on www.economist.com

© 2024 The Economist Newspaper Limited. All rights reserved.

The Economist

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