DeepSeek帶動英偉達芯片需求增，據報騰訊阿里等加大訂單

　　據《路透》引述知情人士指，由於對DeepSeek AI模型的需求增加，騰訊(00700)、阿里巴巴(09988)和字節跳動已大幅增加對英偉達H20芯片的訂單。

　　報道指，醫療保健和教育等行業的小型企業也在購買配備DeepSeek模型和英偉達H20芯片的AI伺服器。訂單規模細節尚未披露。

　　報道指，英偉達尚未回應有關來自中國H20需求量的詢問。騰訊、字節跳動和阿里巴巴均未置評。
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