DeepSeek is rumored to be developing an in-house AI chip that could challenge Nvidia's dominance, while Meta is also targeting custom silicon for its infrastructure.

The entities involved

• DeepSeek →

  Chinese artificial intelligence company

  • Trump's administration imposed export restrictions on China while Chinese AI firms like Alibaba and DeepSeek continue to develop competing models.Sun 10:58
  • DeepSeek and Google are competing in the AI race, which is framed by US-China tech rivalry and high-level political figures.Sun 10:44
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
• Meta →

  American technology company

  • The enterprise platform launch is facing market share pressure, leading to Mark Zuckerberg defending Meta's strategic direction.Mon 17:55
  • Meta is launching a new commercial wing specifically focused on AI deployment.Mon 17:55
• POSCO →

  company, from Pohang, South Korea; with New York Exchange -listed share (PKX)

  Nothing else this week.

Related events

• DeepSeek announced a strategic move to reduce its reliance on third-party hardware providers.Jul 7
• DeepSeek, OpenAI, and Anthropic are adopting Nvidia hardware, while Nvidia expands into traditional server chips.Jul 7
• China has restricted purchases of Nvidia chips, leading to investor fears about AI companies. An MIT report informed these concerns, coinciding with DeepSeek's model launch.Jun 7
• DeepSeek's model architecture is creating new demands on the high-bandwidth memory (HBM) market, challenging the current production capabilities of companies like Samsung and Nvidia.Sep 11
• Unnamed company provides specialized infrastructure for Nvidia chips.Jun 25