DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say [Business Insider]
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Source: Business Insider
DeepSeek's open-source models require powerful hardware to run the full model for inference. The trend runs counter to the Nvidia sell-off following growing awareness of DeepSeek. Some cloud providers are experiencing a notable uptick in demand for Nvidia's H200 chips after Chinese AI company DeepSeek burst into the race for the winning foundation model this month. Though the stock market caught wind of the powerful yet efficient large language model Monday, sending Nvidia's stock down 16%, DeepSeek, has been on the radar of AI researchers and developers since it released its first model, V2, in May 2024. But the performance of V3, released in December, is what made AI developers sit up and take notice. When R1, the company's re
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