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.

OpenAI has been cozying up to the government for a few years now, and it’s been turbocharged under the Trump Presidency. Earlier this week, Altman announced ChatGPT Gov, a specialized version of its chatbot for government applications.

After announcing a partnership with OpenAI last year, the US National Laboratory will now install the company’s latest reasoning models on its Nvidia-powered Venado supercomputer “to conduct national security research.

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

When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market for graphics processing units (GPUs), so it was the right company at the right time to deliver monster returns to investors.

OpenAI announced Thursday it is partnering with the Los Alamos National Laboratory to install its newest artificial intelligence models onto the lab’s supercomputer for national security

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a half a trillion dollars in the first month of 2025 as banks and technology vendors vie to build out massive AI compute.

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

DeepSeek, a Chinese AI startup, has rapidly ascended to prominence, challenging established AI chatbots like Google Gemini and ChatGPT. Its flagship AI model, R1, has achieved remarkable performance using significantly less computational power than its competitors.

On Thursday, OpenAI announced that it is deepening its ties with US government through a partnership with the National Laboratories and expects to use AI to "supercharge" research across a wide range of fields to better serve the public.

DeepSeek recently released AI models that rivaled OpenAI’s, seemingly for a fraction of the price, and despite American policy designed to slow China’s progress. As a result, many analysts concluded that DeepSeek’s success undermined the core beliefs driving the American AI industry—and that the companies leading this charge,