Meta Engineers See Vindication in DeepSeek’s Apparent Breakthrough
The Silicon Valley giant was criticized for giving away its core A.I. technology two years ago for anyone to use. Now that ...
DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say
Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.
Heard on the Street: Behind the AI Splurge at Microsoft and Meta
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...
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Why DeepSeek Is Great for AI and HPC and No Big Deal for Data Centers
The announcement of DeepSeek's R1 model led to significant market reactions, with notable declines in tech stocks, including ...
The race to reproduce DeepSeek's market-breaking AI has begun
After Chinese startup DeepSeek shook Silicon Valley and Wall Street, efforts have begun to reproduce its cost-efficient AI in ...
DeepSeek AI Fears Haunt Meta, Microsoft Earnings. What Stock Markets Need to See and 5 Other Things to Know Today.
Judge halts Trump’s spending freeze as agencies see chaos, Starbucks beats expectations as turnaround campaign continues, and ...
US probing whether DeepSeek got Nvidia chips in Singapore — despite export controls blocking sale: report
The Trump administration is reportedly probing whether DeepSeek bought Nvidia’s advanced computer chips through Singapore – ...
DeepSeek is a hot topic on earnings calls this quarter
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...