Instead, it comes from what appears to be an Nvidia consumer, Chinese AI service provider DeepSeek. It works well, jumping to number-one in Apple’s U.S. App store, but the issue is less the performance and more the training behind it.

DeepSeek topped the Apple AppStore chart and sparked fears the Chinese company is quickly catching up with OpenAI's ChatGPT while costing far less.

Global chip stocks slumped Monday on DeepSeek revealing it had developed AI models that nearly matched American rivals despite using inferior chips.