Nvidia out? DeepSeek pairs with banned Chinese tech giant to deliver unbelievably low pricing on AI inference which could cause Nvidia's house of cards to come crashing
DeepSeek’s V3 and R1 models are available through Huawei’s Ascend cloud service They are powered by the Ascend 910x accelerators banned in the US, EU and UK The pricing is much lower than offered by ...
The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
USA Today7h
Microsoft shares slide as cloud forecast, AI spending disappoint
Artificial intelligence:Microsoft rolls out DeepSeek's AI model on Azure platform "It's OK if that is a few years out, three ...
DeepSeek - Engineering Innovation Or Financial Jugglery?
With due respect to the engineering innovation involved in R1's high performance, the CAPEX-OPEX financial jugglery could ...
Despite uneven earnings, AI is still Big Tech's star
Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...
Alphabet, Meta, Microsoft set to spend $230 billion this year as hefty AI bills come under scrutiny
Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...
DeepSeek — Latest news and insights
DeepSeek AI is designed to offer open-source LLMs, efficient architecture, advanced reasoning, multimodal learning. Here are ...
Microsoft's Sell-Off? Here's Why I'm Buying
Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...
R Street Institute1dOpinion
DeepSeek’s cybersecurity failures expose a bigger risk. Here’s what we really should be watching.
The release of DeepSeek’s R1 model (DeepSeek-R1) on Jan. 20, 2025 dominated news headlines and sparked lively debates across ...
Palantir Shares Surge to All-Time High as Growth, Outlook Upstages Competitors
The stock climbed 25% to $104.98 after touching a record high of $106.91 on Tuesday morning, making it the best performer on the S&P 500 and Nasdaq 100. The shares are on pace for their largest ...