The sharp increase in orders, which is reported for the first time by Reuters, underlines the domination of the Nvidia market and could help relieve the concerns that Deepseek could cause a slide in the demand for IA chips.
In addition to their internal needs of advanced AI chips, the three technological giants provide cloud computing services through which other companies can access and use AI tools.


Small companies in sectors like Healthcare and Education also bought AI servers equipped with Deepseek models and Nvidia H20 chips, a source said in one of the largest manufacturers of Chinese servers. Previously, only financial and telecommunications companies with deep pockets bought servers with IA computer systems, added the source.