Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal

Perhaps no stock was more profoundly affected by the news from DeepSeek than Nvidia (NVDA -2.42%). In a sense, DeepSeek validated its dominance by announcing its H800 accelerators

DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model for a fraction of the cost.