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.

Barrett Woodside, co-founder of the San Francisco AI hardware company Positron, said he and his colleagues have been abuzz about DeepSeek.

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

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.

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.

DeepSeek’s AI models reportedly rival OpenAI’s for a fraction of the cost and compute.

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

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.

The Chinese AI service has Wall Street worried that it will be cheaper than expected to develop models. But as chip stocks sink, some analysts see a silver lining.

U.S.-listed shares of tech giants are gaining some lost ground this morning after a China-based startup shocked the AI world with a powerful LLM. Yesterday, shockwaves rippled across the American tech industry after news spread over the weekend about a powerful new large language model (LLM) from China called DeepSeek.