AFR Weekend asked some of the nation’s top investors what they think the emergence of Chinese disruptor DeepSeek means for the US chipmakers future.

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.

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.

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.

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

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.

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.

The president joined leaders from OpenAI, Oracle and SoftBank to launch the ambitious project, but questions remain about its implementation, offerings and timeline.

Executives at leading AI labs say that large language models like those from OpenAI and Big Tech firms risk becoming commoditized in 2025.