The Rundown DeepSeek Smuggles Nvidia Chips, ChatGPT Partners with Adobe
Dec 10, 2025
In a twist of tech intrigue, DeepSeek is accused of smuggling Nvidia chips to enhance its AI capabilities. OpenAI partners with Adobe to integrate creative tools into ChatGPT, aiming at expanding user engagement and revenue potential. Meanwhile, the Fed's upcoming meeting stirs market anticipation, and Oracle's earnings may reveal issues tied to its hefty debt. Silver prices soar to record highs, contrasting sharply with GameStop's disappointing performance amid changing retail investor dynamics.
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Fed Cut Already Priced In
- Markets expect a 25 basis point Fed rate cut, signaling easing momentum into 2026.
- Jerome Powell's final months as chair make his press conference especially market-moving.
Watch Oracle's Debt-Fueled Earnings
- Watch Oracle's earnings closely because high debt for AI infrastructure raises downside risk.
- Prepare for sector sensitivity if Oracle misses and management gives weak guidance.
DeepSeek's Smuggled Blackwell Chips
- DeepSeek reportedly trained a model using NVIDIA Blackwell chips smuggled into China via rerouted installs and dismantling.
- The chips were ordered and inspected abroad, then shipped piece by piece and reassembled in China for training.