technology
DeepSeek Develops Inference AI Chip to Reduce Nvidia Reliance
China's DeepSeek has spent the past year building its own inference-focused AI chip and hiring design engineers while holding talks with foundries. Nvidia shares slipped 1.6 percent in premarket trading after the reports surfaced. Huawei already holds half of China's $50 billion domestic AI hardware market.
Jul 7, 3:31 PM·1m read2 sources
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DeepSeek is developing its own inference-focused AI chip to reduce reliance on Nvidia and Huawei hardware. The project began roughly one year ago and has included private hiring of chip-design engineers along with discussions with external partners and foundries. Nvidia shares slipped 1.6 percent in premarket trading after the reports emerged.
An analyst stated that Nvidia is at zero in China in reference to the impact of domestic chip efforts. Huawei has captured 50 percent of China's $50 billion domestic AI hardware market amid export restrictions. Nvidia reports a 64.02 percent EBIT margin on $253.49 billion in total annualized revenue.
The Seeking Alpha Quant system assigns Nvidia a stable HOLD rating.
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CorroborationModerate · 2 sources
