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.
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.
Invest in Nvidia Corporation as AI spending surges. Recent dip offers a buying opportunity. Read my in-depth look at NVDA stock and its growing opportunities.
After spending years indiscriminately ripping off other people's work, OpenAI is trying to pin blame on Chinese AI startup DeepSeek.
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.
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.
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.
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.
Authors and artists have accused OpenAI of stealing their content to 'train' its bots--but now OpenAI is accusing a Chinese company of stealing its content to train its bots.