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.
· 2h · on MSN
Not just DeepSeek: Here's why Nvidia stock hasn't recovered
· 2d · on MSN
Nvidia, Microsoft, and OpenAI Just Said This About DeepSeek AI
Nvidia, Chip Stocks Rebound as DeepSeek Panic Dies Down
Following the market plunge triggered by the release of the DeepSeek chatbot, Nvidia has recovered a large portion of its losses.
OpenAI, los alamos national laboratory
· 4h
OpenAI Is Getting Into the Nuclear Weapons Game
OpenAI partners with U.S. National Laboratories on scientific research, nuclear weapons security
OpenAI said Thursday that the U.S. National Laboratories will be using its latest artificial intelligence models for scientific research and nuclear weapons security.
· 8h
OpenAI to partner with US National Laboratories to boost national security
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.
Futurism on MSN1d
OpenAI is sobbing that someone else did... exactly what it did.After spending years indiscriminately ripping off other people's work, OpenAI is trying to pin blame on Chinese AI startup DeepSeek.
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.
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.
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.
OpenAI is in talks for an investment round to raise nearly $40 billion that would value the AI startup at up to $340 billion, the Wall Street Journal reported on Thursday.
The introduction of DeepSeek has caused a stock slump among major AI players, led by chipmaker Nvidia (NVDA) , since it could severely crimp demand for Nvidia’s pricey AI chips, which are crucial to its business.
India is seeking to build computing capacity of just over 18,000 graphics processing units. Read more at straitstimes.com.
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