Nvidia’s earnings report on Wednesday will put the finishing touches on one of the most remarkable years from a large company ever.
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A new report suggests DeepSeek is trying to rush its next-gen R2 model out as quickly as possible after the success of R1.
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.