Nvidia & DeepSeek
10 shared events · Importance 7 · Last updated May 14, 2026
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International
Nvidia: Nvidia is the primary chipmaker whose H200 AI chips are at the center of this stalled trade deal between the United States and China. The company's market share in China's AI accelerator market has fallen to zero due to export controls, and it seeks to unlock sales to regain its foothold.
DeepSeek: DeepSeek is a Chinese firm that increasingly touts its reliance on domestic chips, including those developed by Huawei, as China pushes for self-sufficiency in AI technology.
May 14, 2026 · 21 articles
Tech
Nvidia: Nvidia is a top U.S. chipmaker that China is seeking to reduce its dependence on, as evidenced by DeepSeek's use of Huawei chips.
DeepSeek: DeepSeek is a Chinese AI company that released an advanced AI model, V4, which is supported by Huawei chips, reducing dependence on U.S. chipmakers. Its advancements have contributed to the narrowing gap in AI model performance between China and the U.S.
May 06, 2026 · 7 articles
Business
Nvidia: Nvidia became the first publicly traded company to reach a $4 trillion market valuation, driven by its dominant position in AI chip manufacturing and strong financial performance. This milestone solidifies its role as a key player in the AI revolution.
DeepSeek: DeepSeek, a Chinese startup, introduced a low-cost AI model that temporarily shook confidence in the AI sector and contributed to a dip in Nvidia's stock earlier in the year.
Jul 09, 2025 · 28 articles
International
Nvidia: Nvidia's advanced H200 chips are subject to U.S. export controls to China, and a breakthrough in selling them to China remains distant, impacting its potential market in China.
DeepSeek: DeepSeek is a Chinese AI firm increasingly relying on domestic chips amidst U.S. export curbs.
May 15, 2026 · 6 articles
International
Nvidia: The United States bars Chinese tech firms from purchasing cutting-edge chips made by Nvidia to slow China's progress in AI. Jensen Huang, Nvidia's CEO, will accompany Donald Trump to the summit.
DeepSeek: DeepSeek is a Chinese startup whose latest AI model is considered the country's most advanced but is about eight months behind top US offerings, illustrating the AI rivalry.
May 13, 2026 · 6 articles
International
Nvidia: Nvidia's CEO Jensen Huang is joining Donald Trump's delegation, suggesting that Nvidia's powerful H200 chips could be a topic of discussion at the summit, highlighting its role in AI technology.
DeepSeek: DeepSeek, a Chinese AI firm, increasingly relies on domestic chips amidst U.S. curbs on chip equipment sales.
May 13, 2026 · 6 articles
Tech
DeepSeek: DeepSeek is a Chinese AI startup whose upcoming V4 model launch is highly anticipated as a benchmark for China's AI progress and could impact US tech valuations. Its previous models relied on Nvidia chips, but V4 might use Huawei chips, signaling a shift towards self-sufficiency.
Apr 09, 2026 · 7 articles
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