How Nvidia actually stands to gain from DeepSeek

How Nvidia actually stands to gain from DeepSeek

As earnings season continues for most of the Big Tech landscape, Wall Street investors have become increasingly focused on tech giant’s and hyperscaler’s capital expenditure (CapEx) spending on AI. To talk more about how AI CapEx guidance is weighing on Big Tech and semiconductor manufacturers like Nvidia (NVDA), Spear Invest Founder and CIO Ivana Delevska…

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