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Nvidia, Microsoft and AI
Microsoft and Meta AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Why DeepSeek AI could be bullish for Nvidia, Broadcom, Microsoft and other AI stocks
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility created by DeepSeek AI. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Why Nvidia, Microsoft, Oracle, Arm, and Other AI Stocks Are Surging Wednesday
Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s announcement of a $500 billion joint venture spurred optimism about a rising tide of AI investments.
DeepSeek, AI and Probing
Microsoft makes DeepSeek’s R1 model available on Azure AI and GitHub
Microsoft has moved surprisingly quickly to bring R1 to its Azure customers.
OpenAI Is Probing Whether DeepSeek Used Its Models to Train New Chatbot
OpenAI is investigating whether Chinese artificial-intelligence startup DeepSeek trained its new chatbot by repeatedly querying the U.S. company’s AI models. The Silicon Valley-based company said Wednesday it has seen various attempts by China-based entities to exfiltrate large volumes of data from its AI tools,
Microsoft Probing If DeepSeek Improperly Used OpenAI Model, Report Says
KEY TAKEAWAYS Bloomberg is reporting that Microsoft and OpenAI are investigating whether a group linked to Chinese startup DeepSeek used improperly obtained data from the American AI company to launch the low-cost AI model that sparked a selloff Monday.
2h
Could DeepSeek Accelerate The Age Of AI Transformation?
The DeepSeek technology has the potential of bringing more people into world of AI and expanding the transformative power of ...
2d
on MSN
What is DeepSeek? China’s ChatGPT rival sends Nvidia and Microsoft stocks tumbling, rattles AI giants
Shares in AI-focused American tech giants, including Nvidia and Microsoft, fell on Monday after a China LLM shocked Silicon ...
2h
Why DeepSeek is great news for Microsoft and software stocks
DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...
2h
DeepSeek’s AI Innovation: What It Means For Investors And Big Tech
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
2d
on MSN
Why Nvidia, Broadcom, Microsoft, and Other Artificial Intelligence (AI) Stocks Crashed Monday Morning
Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems.
2d
Nvidia reels after China’s AI breakthrough
Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence ...
1d
on MSN
Why DeepSeek’s advantage is temporary and its success won’t sink Nvidia
In case there’s any question, under no circumstances is Nvidia about to lose its market dominance due to a Chinese software ...
1d
on MSN
Nvidia and stock indexes rebound a day after DeepSeek tech wipeout
Nvidia staged a moderate rebound on Tuesday, rising as much as 3%, following a 17% drop the prior day. More broadly, major US ...
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