Articles about “Nvidia”
Semiconductor Industry: Between AI Boom and US Tariffs
The semiconductor industry is considered one of the biggest beneficiaries of the AI boom. Investors therefore kept a close eye on the sector’s figures for the first three months of 2025. One thing became clear: the expansion of AI infrastructure continues to deliver good results for most chip companies – but the sword of Damocles in the form of impending US tariffs is still hanging over industry giants such as Nvidia & Co. Read more in today’s blog post.
What effects could DeepSeek have on the technology sector?
The new AI model from Chinese start-up DeepSeek caused a stir on the stock market a fortnight ago. The seemingly much more efficient and therefore cheaper model caused the share prices of many a tech heavyweight to plummet. Although the initial market reactions were probably exaggerated, one question remains: what long-term impact will DeepSeek have on the big tech companies?