Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.
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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.
Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), Marvell Technology ( MRVL -18.96%), and Arista Networks ( ANET -23.50%), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT.
SoftBank is in talks to invest as much as $25bn into OpenAI, in a deal which would make it the ChatGPT maker’s biggest financial backer, as the pair partner on a massive new artificial intelligence infrastructure project.
Joe Biden made several attempts to curb Chinese AI advancement, but DeepSeek's launch has put those policies into question.
DeepSeek challenges OpenAI with drastically cheaper models, prompting discussions on the viability of proprietary versus open-source AI efforts.
ASML shares jump 9% as strong chip orders ease AI spending fears. Traders eye semiconductor stocks as demand for high-end chips remains resilient.
President Donald Trump has threatened to impose tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.
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