Tag: market reactions

  • 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…

  • 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…

  • 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…

  • 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…

  • The Register: US AI shares battered, bruised, and holding after yesterday’s DeepSeek beating

    Source URL: https://www.theregister.com/2025/01/28/us_ai_shares_battered_bruised/ Source: The Register Title: US AI shares battered, bruised, and holding after yesterday’s DeepSeek beating Feedly Summary: Nvidia says its chips are still needed, OpenAI says it’ll keep buying them en masse, but shares are still down US tech shares, rattled yesterday by the release of a supposedly more efficient AI model…

  • Wired: DeepSeek’s New AI Model Sparks Shock, Awe, and Questions From US Competitors

    Source URL: https://www.wired.com/story/deepseek-executives-reaction-silicon-valley/ Source: Wired Title: DeepSeek’s New AI Model Sparks Shock, Awe, and Questions From US Competitors Feedly Summary: Some worry the Chinese startup’s impressive tech indicates the US is losing its lead in AI, but it may really be a sign that a new approach to building models is gaining traction. AI Summary…

  • The Register: Tech stocks tank as US AI dominance no longer a sure bet

    Source URL: https://www.theregister.com/2025/01/27/tech_stocks_tank_as_us/ Source: The Register Title: Tech stocks tank as US AI dominance no longer a sure bet Feedly Summary: Chinese startup DeepSeek rolls out open LLMs to rival Meta, OpenAI at fraction of cost Share prices for some of the biggest American tech brands that crested the AI hype waves crashed this morning…

  • Slashdot: DeepSeek Rattles Wall Street With Claims of Cheaper AI Breakthroughs

    Source URL: https://slashdot.org/story/25/01/27/142255/deepseek-rattles-wall-street-with-claims-of-cheaper-ai-breakthroughs?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: DeepSeek Rattles Wall Street With Claims of Cheaper AI Breakthroughs Feedly Summary: AI Summary and Description: Yes Summary: DeepSeek, a Chinese AI startup, claims to deliver high-performance AI models at significantly lower costs than established U.S. tech giants. This assertion has raised concerns among analysts regarding the sustainability of…