DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say

1. Demand for Nvidia H200 chips surges due to DeepSeek's AI models. 2. DeepSeek's open-source models require Nvidia's powerful hardware for optimal performance. 3. Several cloud providers report increased orders for H200 chips this month. 4. Nvidia's H200 sales have reportedly reached double digits in billions. 5. DeepSeek's efficiency has raised concerns among investors about future hardware needs.