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.

This whole DeepSeek copying ChatGPT accusation from OpenAI and Microsoft reminds me of a lesson I’ve learned over the past 15 years of writing about this stuff — most people do not care if something is a copycat.

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

While DeepSeek’s AI affair seems more political than technological, here is a closer look at the design engineering aspects.

After DeepSeek AI shocked the world and tanked the market, OpenAI says it has evidence that ChatGPT distillation was used to train the model.

Silicon Valley’s initial advantage in LLMs evaporated quickly despite export controls, writes AI expert Gary Marcus.

OpenAI's Stargate Project promises to build AI data centers and clean energy facilities across the U.S., creating 100,000 jobs. But will those promises be kept?

Brian Colello at Morningstar maintained his target price of $130 per share on Nvidia stock following the DeepSeek news. "We doubt the leading cloud vendors and AI builders will pause their plans," he wrote in a note to clients. "We still think tech firms will continue to buy all the GPUs they can as part this AI gold rush."

Despite the negative financial impact, Nvidia praised DeepSeek’s breakthrough. “DeepSeek is an excellent A.I. advancement and a perfect example of test time scaling,” a company spokesperson told Observer in a statement.

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.