Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...

For years, Elon Musk has talked about Dojo — the AI supercomputer that will be the cornerstone of Tesla’s AI ambitions. It’s ...

Musk even mocked DeepSeek in one of his social media posts, fueling further speculation about the company’s true capabilities ...

While DeepSeek claims to use approximately 10,000 Nvidia A100 GPUs, Musk and Wang suggested the company could have access to significantly more—possibly as many as 50,000 Nvidia H100s—due to ...

NVIDIA is the market leader in AI-focused GPUs, with the Tesla (now A100 and H100) and RTX series optimised for machine ...

According to some reports, DeepSeek was built with a cluster of Nvidia A100 and H800 graphics processing ... management teams from Meta Platforms, Tesla, and many others specifically reference ...

Jon Smith details how much unrealised profit an investor would have from buying Nvidia stock but is cautious about what the ...

Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.