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 ...
Marc Andreessen 🇺🇸 (@pmarca ... Alphabet, and Amazon have. For Nvidia CEO Jensen Huang, the news comes just as he is ...
Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...
The tech sector turned all eyes to China's new DeepSeek AI. Fear of Chinese dominance drove down stocks more than it should.
Now Marc Andreessen, a tech community legend whose ... Investors have bid up the prices of companies like Nvidia, Microsoft, and Tesla on the expectation that a select few will be in a position ...
Barrett Woodside, co-founder of the San Francisco AI hardware company Positron, said he and his colleagues have been abuzz ...
In a CNBC interview, Scale AI’s CEO Alexandr Wang disclosed that DeepSeek holds over 50,000 NVIDIA H100 chips, restricted ...
Elon Musk, who is developing his own AI model, questioned whether Silicon Valley’s new Chinese rival had made up claims of ...
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 ...
In what marks the largest single-day drop in stock market history, Nvidia's valuation has been hit by China's answer to ChatGPT.
So our plan here is to place a moderately bearish bet on Nvidia expiring at the end of February, and then a more aggressive ...