Fitch: DeepSeek AI Could Disrupt Nvidia’s Dominance, Favor AMD and Intel

Fitch: DeepSeek AI Could Disrupt Nvidia’s Dominance, Favor AMD and Intel

Fitch Ratings believes Chinese startup DeepSeek’s AI model could moderate the rapid pace of AI infrastructure investment, reducing the risk of overcapacity in the sector.

While this may slow outsized revenue growth for AI chipmakers, it…

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