# DeepSeek Desafía a Nvidia con su Propio Chip

Page: https://stenobird.com/podcast/market-insights-3596811/deepseek-desaf-a-a-nvidia-con-su-propio-chip
Text version: https://stenobird.com/podcast/market-insights-3596811/deepseek-desaf-a-a-nvidia-con-su-propio-chip.md
Podcast: [Market Insights](https://stenobird.com/podcast/market-insights-3596811)
Published: 2026-07-07T13:07:12+00:00
Episode link: https://podcasters.spotify.com/pod/show/insigneo-technology/episodes/DeepSeek-Desafa-a-Nvidia-con-su-Propio-Chip-e3lp2ed
Audio file: https://anchor.fm/s/4b564b04/podcast/play/122505101/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-7%2F427515259-44100-2-c4b6cf434f043.m4a
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JSON: https://stenobird.com/v1/public/podcasts/market-insights-3596811/episodes/deepseek-desaf-a-a-nvidia-con-su-propio-chip
Duration seconds: 1247

## Resource

En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes analizaron los datos de la balanza comercial y como la política arancelaria impacta compañías como Toyota. Luego hablaron sobre DeepSeek que desarrolla su propio chip de IA y cerraron con Samsung, que reportó el mejor trimestre de su historia y, aun así, vio caer sus acciones.

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## Transcript

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