The developer of the chatbox that shocked U.S. incumbents had access to Nvidia chips that its parent company providentially acquired just before a 2022 U.S. export ban.

The emergence of DeepSeek came shortly after President Trump unveiled his "Stargate" project to invest $500bn in advancing AI.

Top White House advisers this week expressed alarm that China's DeepSeek may have benefited from a method that allegedly piggybacks off the advances of US rivals called "distillation."

Nvidia is touting the performance of DeepSeek’s open source AI models on its just-launched RTX 50-series GPUs, claiming that they can “run the DeepSeek family of distilled models faster than anything on the PC market.” But this announcement from Nvidia might be somewhat missing the point.

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.

Explore the impact of DeepSeek's DualPipe Algorithm and Nvidia Corporation's goals in democratizing AI tech for large addressable markets. Click for my NVDA update.