Why These AI Chip Startups Are Rejoicing Over The DeepSeek Freakout
For a slew of AI chip companies chomping to dethrone Nvidia, DeepSeek is the opening they’ve been waiting for.
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How DeepSeek will upend the AI pecking order
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
DeepSeek’s AI Model Tests Limits of US Restrictions on Nvidia Chips
Powerful artificial intelligence software from Chinese startup DeepSeek indicates that its engineers built a competitive ...
DeepSeek isn’t as great as it seems and won’t help China beat the US to AGI: Dario Amodei
Anthropic's Dario Amodei explained why the DeepSeek AI isn't that surprising or cheap and how and why the US will reach AGI ...
ASML CEO makes case that DeepSeek is positive for chip demand
Computer chip equipment maker ASML's CEO on Wednesday made the case that the advent of efficient AI models such as one ...
Nvidia retail investors told us why they're unfazed by DeepSeek's market disruption and refusing to sell
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...
Meta downplays DeepSeek, but may be copying the Chinese AI behind closed doors
Meta CEO Mark Zuckerberg said the company will invest billions in AI despite the DeepSeek surprise; wants Llama 4 to lead the ...
DeepSeek just taught the AI industry 5 hard lessons
Have American tech companies completely misunderstood what they should do with Large Language Models? It certainly looks that ...
DeepSeek Means The End Of Big Data, Not The End Of Nvidia
The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their ...
DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race
More AI competition will make it hard for Big Tech to generate the oligopoly-like profit margins that investors hope for.