The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
The GPU giant laid out a very smart approach to agentic AI earlier this month at CES, but it could do more to clarify its business model and its software strategy.
Nvidia stock is losing ground today amid multiple bearish catalysts related to the DeepSeek R1 artificial intelligence ( AI) model that was released last week. For starters, investors are weighing the possibility that DeepSeek's new AI signals a significantly weaker demand outlook for Nvidia's advanced AI processors than previously expected.
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got caught in the historic sell-off.
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US stock history.
Artificial intelligence (AI) is already transforming industries and has the potential to influence everything from automotive transportation to pharmaceutical discovery. Two companies making significant inroads into AI right now are the conversational AI platform company SoundHound AI (NASDAQ: SOUN) and semiconductor company Nvidia (NASDAQ: NVDA).
Wall Street’s superstars tumbled as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve been feasting on. The S&P 500 fell 1.5% Monday.
American AI stocks got sucker punched after China's DeepSeek app reportedly showed advancements against rivals sending investors into sell mode, shaving 3% off the Nasdaq.
Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence boom, has been dealt a tough reality check by a small Chinese company that showed it could do more
But exactly how DeepSeek's developers managed this feat is likely down to a clever hack. A virtual DPU on the GPU itself. First, some background. DeepSeek is an advanced Mixture-o
DeepSeek's rapid rise in the AI industry is challenging established giants like Nvidia and OpenAI. Learn more about the AI models here.