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AI, DeepSeek
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.
US looking into whether DeepSeek used restricted AI chips, source says
The U.S. Commerce Department is looking into whether DeepSeek - the Chinese company whose AI model's performance rocked the tech world - has been using U.S. chips that are not allowed to be shipped to China,
US looking if DeepSeek got Nvidia AI chips through Singapore, other countries: Source
Organised AI chip smuggling to China has been tracked out of countries including Malaysia, Singapore and the United Arab Emirates, the source said. The Commerce Department and DeepSeek did not immediately return requests for comment.
Intel, Falcon Shores and AI
Intel won’t bring its Falcon Shores AI chip to market
Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads.
Intel plans to leverage Falcon Shores as internal test chip only
Says aiming to simplify roadmap and concentrate resources. Says move to leverage Falcon Shores as internal test chip only without bringing it
Intel cancels Falcon Shores GPU for AI workloads — Jaguar Shores to be successor
Intel's next-generation AI and HPC GPU will only be used internally, Jaguar shores will be the real successor for Gaudi 3 in the AI space.
Nvidia, DeepSeek
Does DeepSeek's Massive AI News Make Nvidia a Sell -- or a Buy?
China’s DeepSeek says it trained an AI model for less than $6 million. This is as big U.S. tech companies have poured billions of dollars into AI chips and systems for their projects.
Nvidia stock: China's DeepSeek AI model shocks the world. Should you sell?
DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model for a fraction of the cost.
Former Intel CEO buys Nvidia shares on DeepSeek news
CEO Pat Gelsinger has gone further on his DeepSeek commentary, saying in a post on LinkedIn that he has purchased shares of Nvidia (NASDAQ:NVDA) and other AI-related stocks due to the development. His comments and stock buys are centered around the news that the Chinese startup DeepSeek developed a large language model
8h
Lawmakers urge Trump to consider new curbs on Nvidia chips used by China's DeepSeek
Two members of U.S. Congress are calling on President Donald Trump's administration to consider restricting the export of ...
7h
on MSN
Samsung Gets Nvidia’s Nod on Less Advanced Version of AI Memory
Samsung Electronics Co. has obtained approval to supply a version of its fifth-generation high-bandwidth memory chips to ...
21m
on MSN
Nvidia (NVDA): Jim Questions AI’s Future Amid Taiwan Reliance Concerns
We recently published a list of Was Jim Cramer Right About These 12 Stocks? In this article, we are going to take a look at ...
9h
on MSN
US stocks goosed by earnings, intact AI budgets. Nvidia dips on talk of China sales curb.
Wall Street ended up on relief Meta and Microsoft kept their AI spending plans even amid mixed earnings. Next up, Apple ...
3d
on MSN
Nvidia Calls DeepSeek ‘Excellent’ AI Advance, Dismisses Concerns
Nvidia Corp., the biggest provider of chips used to train artificial intelligence software, said a new model released by ...
1d
on MSN
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...
1d
AI stocks are a risky bet after the DeepSeek shocker. Why some strategists say this shakeup will extend the bull market anyway.
Investors freaked out as China-based DeepSeek's AI chatbot became a threat to Nvidia, but some strategists say this will be a ...
2d
Nvidia Supplier Advantest Lifts Outlook on Continued AI Spending
Advantest Corp. raised its annual forecast above analyst estimates on strong demand for chip testers, a move that may allay ...
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