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 ...

Nvidia climbed 8.8%, with the rally gaining steam throughout the day and closing near session highs. The stock at one point ...

Chinese tech champion Huawei has emerged as Nvidia’s primary competitor in China for inference chips. The Financial Times has ...

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

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

American AI stocks got sucker punched after China's DeepSeek app reportedly showed advancements against rivals sending ...

DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...

Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence ...

Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...

The Chinese AI service has Wall Street worried that it will be cheaper than expected to develop models. But as chip stocks ...