Bloomberg Daybreak: Asia Edition cover image

Bloomberg Daybreak: Asia Edition

US Launches Probe on Potential DeepSeek-Nvidia Link

Jan 31, 2025
Catherine Thorbecke, an Asia Tech columnist for Bloomberg Opinion, delves into the U.S. investigation surrounding DeepSeek and its suspected acquisition of Nvidia chips. She highlights the implications for global tech innovation and U.S.-China relations. David Aspell shares insights into the macroeconomic landscape, discussing market volatility and investment strategies. Bill Adams, Chief Economist at Comerica Bank, analyzes the U.S. economy, the Federal Reserve's future actions, and the resilience of Asian markets amidst changing economic policies.
24:00

Podcast summary created with Snipd AI

Quick takeaways

  • The US is probing DeepSeek for potentially circumventing restrictions on advanced Nvidia semiconductors, raising concerns about illegal tech acquisitions.
  • DeepSeek's significant advancements in AI challenge Western perceptions of Chinese technology, highlighting resilience and innovation amidst geopolitical tensions.

Deep dives

Investigation into DeepSeek's Chip Acquisition

American officials are investigating whether the Chinese AI startup DeepSeek circumvented restrictions on advanced NVIDIA semiconductors. DeepSeek's use of older NVIDIA chips prior to the export controls raises questions about potential illegal acquisition of newer, more powerful chips through third-party channels. This investigation comes as DeepSeek has demonstrated significant AI advancements that challenge the narrative of Western superiority in technology. Despite the scrutiny, DeepSeek's ability to innovate under restrictions highlights the resilience of the Chinese tech sector.

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