Recent developments in artificial intelligence have created a significant impact in the tech industry. The introduction of the DeepSeek AI model has prompted a surge in demand for computing power across China, leading to a rapid increase in orders for NVIDIA's H20 GPUs.
Domestic companies have been swiftly purchasing servers to locally deploy the DeepSeekAI model, causing NVIDIA's special supply of H20 GPUs for the Chinese market to be overwhelmed by orders. This unprecedented demand is largely driven by major internet giants such as Tencent and Alibaba, who have significantly increased their server orders to meet the rising computational requirements.
The collaboration between GPU module distributors and tech firms has revealed that the need for enhanced computational capacity has skyrocketed since the start of the year, primarily fueled by the integration of DeepSeek. This development has effectively expanded the market demand for NVIDIA's advanced computing solutions, reflecting the broader trend of AI adoption in the region.
