Nvidia, AI and 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.
China’s DeepSeek AI is hitting Nvidia where it hurts
DeepSeek’s AI models reportedly rival OpenAI’s for a fraction of the cost and compute.
It's not just Nvidia: These under-the-radar winners of the AI revolution have been hit by DeepSeek mania
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.
‘People don’t know what they own’: Experts explain DeepSeek-related record sell-off after Nvidia shares rise
Monday’s big tech sell-off in shares across the world stemmed from the release of an artificial intelligence model launched by DeepSeek - but on Tuesday, some of those worst-hit stocks bounced back. With a short period of time for reflection and re-judgement since the initial shock,
The DeepSeek Revolution: Nvidia's Turn To Be Disrupted After Years Of Leading
Nvidia remains strong in AI, but DeepSeek’s model disrupts its core advantage. Discover why NVDA stock may be overvalued despite AI growth potential.
Microsoft and Meta AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Nvidia’s Agentic AI Agenda At CES Was Smart, But It Could Go Further
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 ...
US stocks, Nvidia recover slightly after China's DeepSeek AI brought steep losses
U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...
Nvidia reels after China’s AI breakthrough
Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence ...
DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
Tech stocks tank as a Chinese competitor threatens to upend the AI frenzy; Nvidia sinks nearly 17%
Wall Street’s superstars tumbled as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve ...
China just redefined the global AI race—with massive implications for OpenAI, Nvidia, and foreign policy
Silicon Valley’s initial advantage in LLMs evaporated quickly despite export controls, writes AI expert Gary Marcus.
China's DeepSeek derails Nasdaq, Nvidia, AI darlings
American AI stocks got sucker punched after China's DeepSeek app reportedly showed advancements against rivals sending ...