NVIDIA's 100 Billion Dollar Deal Drama Plus DeepSeek Gets the Green Light for H200 Chips

This is you Tech Industry Daily: Breaking News & Analysis podcast.

NVIDIA faces fresh headwinds as talks for a potential 100 billion dollar deal with OpenAI have stalled, according to the Wall Street Journal, amid doubts from some NVIDIA executives about OpenAI's discipline. Reuters reports China approved DeepSeek to purchase NVIDIA H200 chips, though regulatory details linger and NVIDIA CEO Jensen Huang clarified no final decision has been reached, raising questions on US export controls. Meanwhile, strong artificial intelligence demand persists, with Meta, Microsoft, and Alphabet earnings affirming robust capital expenditures, Alphabet projecting significant 2026 increases and Google buying NVIDIA systems for cloud clients despite training Gemini on its own processors.

Advanced Micro Devices stock surged over 25 percent in January, per MarketBeat analysis, fueled by the upcoming MI450 launch promising triple-digit datacenter growth akin to NVIDIA's trajectory, with analysts eyeing 35 percent upside into early 2026. Applied Digital's shares broke out after quarterly revenue doubled year-over-year, securing deals like one with CoreWeave that signal a third data center campus soon.

These developments underscore unrelenting artificial intelligence infrastructure demand, with NVIDIA's roadmap through Rubin in 2026 and Blackwell Ultra ramping now pointing to trillions in global AI factory buildouts by 2030, as Huang predicts. FAANG portfolios returned 0.90 percent year-to-date through January 31, per PortfoliosLab, reflecting resilience amid volatility.

For businesses, this means prioritizing scalable AI hardware partnerships; consumers can expect faster inference in apps from edge computing advances. Practical takeaway: Investors, watch Alphabet earnings February 4 and Amazon February 5 for capital expenditure clues, and consider dips in AMD or Applied Digital for long-term plays.

Looking ahead, sovereign and enterprise AI will drive venture capital into startups, though policy tensions like export curbs could reshape supply chains.

Thank you for tuning in, listeners. Come back next week for more. This has been a Quiet Please production, and for me, check out Quiet Please Dot AI.


For more http://www.quietplease.ai

Get the best deals https://amzn.to/3ODvOta

This content was created in partnership and with the help of Artificial Intelligence AI