DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say

Cloud and inference providers see rising demand for Nvidia H200 chips due to DeepSeek's AI models.DeepSeek's open-source models require powerful hardware to run the full model for inference.The trend runs counter to the Nvidia sell-off following growing awareness of DeepSeek.Some cloud providers are experiencing a notable uptick in demand for Nvidia's H200 chips after Chinese AI company DeepSeek burst into the race for the winning foundation model this month. Though the stock market caught wind of the power ...