DeepSeek's recent AI-related breakthrough is having a tangible impact on NVIDIA's top-line metric now, as per a fresh analysis by Morgan Stanley. Meanwhile, President Trump's tariff-heavy policy toolkit is currently playing havoc with TSMC's pricing strategy. For the benefit of those who might not be aware, China-based DeepSeek recently shocked the global tech sector with its breakthrough R1 model, which is able to more than compete with OpenAI's o1 model but with just around 1/50th of the typical costs associated with training a complex LLM. However, a new analysis has since then postulated that DeepSeek's CapEx might have been as […]