Nvidia also said that the GPUs that DeepSeek used were fully export compliant. That counters Scale AI CEO Alexandr Wang's comments on CNBC last week that he believed DeepSeek used Nvidia GPUs models which are banned in mainland China. DeepSeek says it used special versions of Nvidia's GPUs intended for the Chinese market.
Analysts are now asking if multibillion-dollar capital investments from companies like Microsoft, Google and Meta for Nvidia-based AI infrastructure are being wasted when the same results can be achieved more cheaply.