Nvidia’s (NVDA) challengers are seizing a new opportunity to break the company’s dominance in AI chips following DeepSeek’s accelerated shift into AI computing requirements, Tim Bradshaw of The Financial Times reports. DeepSeek’s R1 and other reasoning models consume more computing resources than prior AI systems when a user makes a request, a process called “inference.” The focus of demand for AI computing has, until recently been on training or creating a model, but now inference is expected to become a greater portion of the technology’s needs as demand grows. This is creating an opportunity for competitors in the space, including Google (GOOGL), Amazon (AMZN), Microsoft (MSFT), and Meta (META).
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on NVDA:
- Foxconn builds own AI model called FoxBrain, WSJ reports
- “The Accelerated Computing Leader,” Says TD Cowen on Nvidia (NVDA) Stock with Buy Rating
- Magnificent Seven Stocks Plunge in Biggest Rout Since 2022
- Nvidia-Backed CoreWeave Secures $12B OpenAI Deal to Power AI Growth Before IPO
- ‘History Suggests a Rebound Ahead,’ Says Top Analyst About Nvidia Stock
Questions or Comments about the article? Write to editor@tipranks.com