Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.

After spending years indiscriminately ripping off other people's work, OpenAI is trying to pin blame on Chinese AI startup DeepSeek.

Despite the negative financial impact, Nvidia praised DeepSeek’s breakthrough. “DeepSeek is an excellent A.I. advancement and a perfect example of test time scaling,” a company spokesperson told Observer in a statement.

Silicon Valley’s initial advantage in LLMs evaporated quickly despite export controls, writes AI expert Gary Marcus.

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.

OpenAI's Stargate Project promises to build AI data centers and clean energy facilities across the U.S., creating 100,000 jobs. But will those promises be kept?

Brian Colello at Morningstar maintained his target price of $130 per share on Nvidia stock following the DeepSeek news. "We doubt the leading cloud vendors and AI builders will pause their plans," he wrote in a note to clients. "We still think tech firms will continue to buy all the GPUs they can as part this AI gold rush."

Jose Najarro has positions in Advanced Micro Devices, Marvell Technology, Microsoft, and Nvidia. The Motley Fool has p

Deepseek is starting to raise flags as the tech community responds with mockery amid allegations the Chinese startup is copying the copiers.

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.