Imagination’s Chinese partners now running DeepSeek

Good timing for the reportedly up-for-sale UK IP outfit.

Jon Peddie, Jon Peddie Research (February 12, 2025)

China is making significant tech strides despite tariffs and export controls. Its tech stocks have outperformed the Nasdaq-100, helped by positive sentiment around DeepSeek, while Nvidia’s downgraded GPU offerings for China have spurred growth in a domestic market. Additionally, reports suggest that Baidu and Moore Threads are integrating DeepSeek with their GPUs, potentially benefiting UK-based Imagination Technologies amid the AI boom.

Despite ongoing tariffs, export controls, and general bad press, China seems to be hitting target after target, techwise. 

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