Ed Ludlow

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NVIDIA provided technical support that helped DeepSeek improve its breakthrough AI model.

That's according to the Republican head of the House China Committee, who says NVIDIA's technical support allowed DeepSeek to achieve cutting-edge performance with its R1 model using NVIDIA's H800 processors, undermining the goal of U.S.

export controls that were designed to restrict access to higher-end American chips.

Caro.

Let's talk about Amazon now, because it's reportedly in talks said to invest up to $50 billion in open AI.

Now, a person familiar with the matter says the potential deal would build on an existing relationship with Amazon already, of course, supplying computing power to the Chachi BT maker.

For more, let's bring in Bloomberg's Matt Day.

You cover Amazon.

There have been reports back in December that they might be up for about $10 billion.

But this just seems to be scaling at the same point as the funding need is scaling.

So, you know, Amazon was super aligned with Amthropic.

Amthropic has looked elsewhere beyond Amazon.

Something's happening here, Matt.

Could you kind of unpick the web a little bit?

It's almost the inevitable commoditization.

Briefly, Matt, when do you think we'll start to hear more significant data points as the amount that they commit?

Bloomberg's Matt Day with the reporting on Amazon looking at investing in OpenAI.