Seeking Alpha’s roundup of statements, announcements, and remarks that could impact the technology sector.
- DeepSeek (DEEPSEEK) has been given the green light by Chinese authorities to buy Nvidia (NVDA) H200 AI chips, subject to certain conditions that are still being worked out, according to Reuters, which cited people close to the matter.
Reuters said Nvidia CEO Jensen Huang told reporters in Taiwan on Thursday that he hadn’t heard DeepSeek had been approved to buy the chips. Nvidia did not return a request by Reuters for comment on the DeepSeek approval.
Earlier this week, Reuters reported that ByteDance (BDNCE), Alibaba (BABA), and Tencent (TCEHY) had been granted conditional approval to buy more than 400,000 of the chips.
- Anthropic (ANTHRO) and the Pentagon are reportedly still debating what safeguards should be put in place to prevent its technology from being used for domestic surveillance or targeting weapons without sufficient human oversight.
According to Reuters, talks between Anthropic and the Defense Department are now at a standstill over the matter. The DOD awarded a $200M contract to Anthropic in July.
Other AI companies that have been awarded DOD contracts include Alphabet’s (GOOG) (GOOGL) Google, xAI (X.AI), and OpenAI (OPENAI), Reuters noted.