Nvidia, DeepSeek and China

Nvidia Chip Flow to China Should be Throttled Post-DeepSeek, U.S. Lawmakers Say
Export controls need to be tightened after revelations the Chinese company used Nvidia technology, the leaders of a congressional committee said.
Lawmakers urge Trump to consider new curbs on Nvidia chips used by China's Deepseek
Two U.S. Congress members are calling on President Donald Trump's administration to consider restricting the export of artificial intelligence chips made by Nvidia , alleging Chinese AI firm DeepSeek has relied on them.
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.
Trump officials discussing tightening curbs on Nvidia's China sales, sources say
Nvidia said in a statement it is "ready to work with the administration as it pursues its own approach to AI."
Nvidia is not out of the woods yet; stock falls after reports emerge that the Trump administration is looking at imposing further curbs on the sale of its chips to China
The US is considering new restrictions on chip sales to China, adding to existing concerns about competition from Chinese AI models.
Nvidia's H20 chip sales to China may face stricter limits under Donald Trump, says report
Donald Trump's administration is considering stricter limits on Nvidia's H20 chip sales to China, due to DeepSeek AI and growing concerns over the Asian giant's AI tech advancements. The H20 chips, compliant with US restrictions,
Stocks end down as Fed shifts inflation view. Nvidia slides on talk of China sales curb
US stocks fall after the Fed held rates steady but suggested the inflation drop has stalled. Meta, Tesla and Microsoft report earnings after the bell.
Trump administration considers tighter curbs on Nvidia's H20 chip export to China: Report
However, discussions on the matter are currently at an early stage as the new team works through policy priorities
US stocks goosed by earnings, intact AI budgets. Nvidia dips on talk of China sales curb.
Wall Street ended up on relief Meta and Microsoft kept their AI spending plans even amid mixed earnings. Next up, Apple ...
Nvidia Reels After China’s A.I. Breakthrough
The tech industry has had an insatiable appetite for Nvidia’s chips over the last two years. But the feast may be over sooner ...
Cerebras becomes the world’s fastest host for DeepSeek R1, outpacing Nvidia GPUs by 57x
B AI model on its wafer-scale processor, delivering 57x faster speeds than GPU solutions and challenging Nvidia's AI chip dominance with U.S.-based inference processing.
Interesting Engineering on MSN2d
DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US tech
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
EE.UU. estudia endurecer las restricciones de ventas de Nvidia a China
Funcionarios de la administración Trump estudian imponer restricciones adicionales a la venta de chips por parte de Nvidia ...
How China’s DeepSeek shook up US markets, by the numbers
News from China upset U.S. markets Monday and disrupted the frenzy that had built up around artificial intelligence.
China just redefined the global AI race—with massive implications for OpenAI, Nvidia, and foreign policy
Silicon Valley’s initial advantage in LLMs evaporated quickly despite export controls, writes AI expert Gary Marcus.
What is DeepSeek? Why China’s latest AI model is spooking Wall Street and Silicon Valley
Wall Street and Silicon Valley were in a tailspin on Monday due to the stunning rise of DeepSeek – a Chinese artificial ...