Microsoft Cancels AI Data Center Leases Amid Market Uncertainty
According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...
manilatimes3m
Chinese firms ramp up Nvidia H20 chip orders
Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence (AI) chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said.
Europe's top AI plays extend slide, Microsoft data centre worries persist
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...
Nvidia Q4 Results Preview: Will DeepSeek impact the AI bellweather's earnings report? Here's what Wall Street expects
Nvidia is all set to announce its fourth-quarter earnings on Wednesday, February 26, post-market hours. Silicon Valley's ...
Nvidia gets a boost from China’s DeepSeek ahead of earnings
Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.
Nvidia Stock Dips Ahead Of AI Giant’s ‘Massive' Earnings Report—Here’s What To Expect
Long a Wall Street favorite, Nvidia has not outperformed the broader market recently, falling 3% over the last six months, ...
Business Recorder47m
DeepSeek rushes to launch new AI model as China goes all in
“If DeepSeek becomes the go-to AI model across Chinese state entities, Western regulators might see this as another reason to ...
How DeepSeek's innovation may have signalled ‘growth’ for Nvidia in China
Chinese tech giants like Tencent, Alibaba, and ByteDance are heavily increasing orders for Nvidia's H20 AI chip due to rising ...