The emergence of China-based AI app DeepSeek sent shares plummeting on Monday for many U.S. tech giants, including chipmaker Nvidia and AI-backer Microsoft.
Beijing is pooling resources from the private and state sectors to accelerate adoption of the fast-developing technology ...
Nvidia was flying high until DeepSeek and custom AI chips shot new threats in its path. Investors hope its upcoming earnings ...
The rise of DeepSeek's artificial intelligence (AI) models is seen providing some Chinese chipmakers such as Huawei a better ...
DeepSeek’s R1 model uses inference to generate output without needing high-power chips, making Chinese-produced chips a a ...
China’s major tech companies are uniquely positioned to capitalize on the shift to real-world applications for AI.
HONG KONG/SHENZHEN, China--Psst! Where can a Chinese buyer purchase top-end Nvidia AI chips in the wake of U.S. sanctions? Visiting the famed Huaqiangbei electronics area in the southern Chinese ...
That said, the stock still looks like a hold instead of a buy. While DeepSeek won't immediately pop the generative AI bubble, ...
Evercore analyst Mark Lipacis said in a recent note that there are three reasons for the more cautious tone: 1) DeepSeek ...
Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as ...
Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...