Tag: market reaction
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CSA: DeepSeek: Behind the Hype and Headlines
Source URL: https://cloudsecurityalliance.org/blog/2025/03/25/deepseek-behind-the-hype-and-headlines Source: CSA Title: DeepSeek: Behind the Hype and Headlines Feedly Summary: AI Summary and Description: Yes **Summary:** The emergence of DeepSeek, a Chinese AI company claiming to rival industry giants like OpenAI and Google, has sparked dramatic market reactions and raised critical discussions around AI safety, intellectual property, and geopolitical implications. Despite…
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The Register: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators
Source URL: https://www.theregister.com/2025/03/20/tencent_q4_fy2024_gpu_slowdown/ Source: The Register Title: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators Feedly Summary: Chinese giant says locals are more efficient than Western hyperscalers, and has tiny capex to prove it Chinese tech giant Tencent has slowed the pace of its GPU rollout since implementing DeepSeek.……
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Hacker News: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: Hacker News Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Comments AI Summary and Description: Yes Summary: Broadcom’s acquisition of VMware has led to impressive financial results, with a significant increase in revenue attributed to the bundling of VMware products into its Cloud…
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The Register: Like a kid handing in hastily written homework at the last minute, Supermicro finally files its financial figures
Source URL: https://www.theregister.com/2025/02/26/supermicro_10k_filing/ Source: The Register Title: Like a kid handing in hastily written homework at the last minute, Supermicro finally files its financial figures Feedly Summary: SMCI had to come up with long-delayed report – or lose its slot on NASDAQ again It only took five or so months, but Supermicro has managed to…
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The Register: GitLab and its execs sued again and again over ‘misleading’ AI hype, price hikes
Source URL: https://www.theregister.com/2025/02/20/gitlab_thrice_sued/ Source: The Register Title: GitLab and its execs sued again and again over ‘misleading’ AI hype, price hikes Feedly Summary: Bosses bragged about Duo Chat bot, buyers weren’t buying it – claim For the third time in five months, GitLab or its execs have been sued over allegedly misleading investors about AI…
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The Register: Man who SIM-swapped the SEC’s X account pleads guilty
Source URL: https://www.theregister.com/2025/02/11/sim_swapped_guilty_plea/ Source: The Register Title: Man who SIM-swapped the SEC’s X account pleads guilty Feedly Summary: Said to have asked search engine ‘What are some signs that the FBI is after you?’ An Alabama man is pleading guilty after being charged with SIM swapping the Securities and Exchange Commission’s (SEC) X account in…
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Slashdot: DeepMind Chief Dismisses DeepSeek’s AI Breakthrough as ‘Known Techniques’
Source URL: https://tech.slashdot.org/story/25/02/10/0855244/deepmind-chief-dismisses-deepseeks-ai-breakthrough-as-known-techniques?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: DeepMind Chief Dismisses DeepSeek’s AI Breakthrough as ‘Known Techniques’ Feedly Summary: AI Summary and Description: Yes Summary: The text reports on remarks made by Demis Hassabis, CEO of Google DeepMind, regarding the advancements of DeepSeek’s AI model. While he acknowledges its market impact, he suggests that the technological progress…
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Slashdot: Were DeepSeek’s Development Costs Much Higher Than Reported?
Source URL: https://slashdot.org/story/25/02/01/0517258/were-deepseeks-development-costs-much-higher-than-reported?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Were DeepSeek’s Development Costs Much Higher Than Reported? Feedly Summary: AI Summary and Description: Yes Summary: The text provides insight into the competitive landscape of AI development, particularly focused on the rapid rise of China’s DeepSeek company. It highlights implications for the U.S. market in terms of pricing strategies…
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The Register: You begged Microsoft to be reasonable. Instead it made Copilot reasoning-able with OpenAI GPT-o1 ‘for free’
Source URL: https://www.theregister.com/2025/01/31/microsoft_open_ai_reasoning_copilot/ Source: The Register Title: You begged Microsoft to be reasonable. Instead it made Copilot reasoning-able with OpenAI GPT-o1 ‘for free’ Feedly Summary: ‘Magical’ upgrade coincidentally follows M365 price hike Microsoft has made Think Deeper, OpenAI’s GPT-o1 reasoning model, “free and available for all users of Copilot."… AI Summary and Description: Yes Summary:…
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The Register: DeepSeek means companies need to consider AI investment more carefully
Source URL: https://www.theregister.com/2025/01/31/deepseek_implications/ Source: The Register Title: DeepSeek means companies need to consider AI investment more carefully Feedly Summary: But Chinese startup shakeup doesn’t herald ‘drastic drop’ in need for infrastructure buildout, say analysts Analysis The shockwave following the release of competitive AI models from Chinese startup DeepSeek has led many to question the assumption…