Bloomberg Tech US Probes DeepSeek Chips
23 snips
Jan 31, 2025 
Josh Wolfe, co-founder of Lux Capital and a keen observer of AI and geopolitics, joins the discussion on the U.S. probe into DeepSeek's acquisition of Nvidia chips. He highlights the implications of this investigation amid rising tensions in U.S.-China relations. The conversation also touches on Apple's optimistic earnings outlook despite challenges in China and the significance of AI investments in maintaining global tech leadership. Wolfe emphasizes the need for collaboration and innovation in the AI sector to navigate these complex dynamics.
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AI Spending Peak
- The peak of AI spending is being questioned, impacting GPU sellers like NVIDIA.
- The meeting between Jensen Wang and Donald Trump gains significance after DeepSeek's R1 revelations.
DeepSeek Chip Probe
- U.S. officials are investigating DeepSeek's acquisition of NVIDIA chips through third parties in Singapore.
- This raises questions about DeepSeek bypassing U.S. restrictions.
DeepSeek's Chip Usage
- DeepSeek's use of NVIDIA chips is acknowledged, but the specific chips and acquisition timeline are unclear.
- U.S. officials are investigating the types of chips, purchase time, and acquisition location.