In what marks the largest single-day drop in stock market history, Nvidia's valuation has been hit by China's answer to ChatGPT.

DeepSeek is the beginning of a marathon race for AI dominance. While it immediately impacted companies like NVIDIA, we don't ...

Now Marc Andreessen, a tech community legend whose Netscape Navigator ... Investors have bid up the prices of companies like Nvidia, Microsoft, and Tesla on the expectation that a select few will be ...

Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...

Famed investor Marc Andreessen called it “AI's Sputnik moment.” However, others claim DeepSeek relied on 50,000 NVIDIA Hopper GPUs, which would cost nearly $2 billion. Further, DeepSeek ...

Nvidia (NASDAQ: NVDA ... The DeepSeek-R1 launch was called a "Sputnik moment" by Silicon Valley honcho Marc Andreessen and others, and the geopolitical implications of the new chatbot could ...

The US may want to ban DeepSeek’s apps, as we saw with TikTok, but it should ponder the risks of closing itself off by ...

So our plan here is to place a moderately bearish bet on Nvidia expiring at the end of February, and then a more aggressive ...

Marc Andreessen [archival audio]: The deal was somebody like me basically could start a company. You could invent a new ...

Elon Musk, who is developing his own AI model, questioned whether Silicon Valley’s new Chinese rival had made up claims of being more efficient.

Marc Andreessen 🇺🇸 (@pmarca ... and Amazon have. For Nvidia CEO Jensen Huang, the news comes just as he is ramping up production of his vaunted Blackwell microchip, a more advanced version ...