Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal

DeepSeek’s AI models reportedly rival OpenAI’s for a fraction of the cost and compute.

One of the biggest stories from last week underscores just how critical AI has become—not just for Silicon Valley, but for America’s national security.

Chinese startup DeepSeek said it trained its AI model for less than $6 million, compared to the billions of dollars U.S. tech companies are spending. Nvidia stock plummeted in one trading session on concern that certain customers may opt for cheaper AI chips.