As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, ...

Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...

The novel achievements reported by DeepSeek have caused quite a stir, but seem well-aligned not just with the history of ...

Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.

In Q2 FY2025, Microsoft outperformed top and bottom line estimates, with total revenues increasing +12% y/y to $69.6B (vs.

At this stage, it will be prudent to invest in beaten-down AI-infrastructure stocks that have strong growth potential but are ...

Meta Platforms unveiled plans to make artificial intelligence more personalized this year, and Microsoft predicted ...

It’s not AI’s ‘Sputnik Moment,’ it has erotic dreams about censorship, you can run it at home for $6K. AI Eye.

Wall Street's reaction to DeepSeek notwithstanding, Microsoft and Meta detailed plans to continue investing billions in AI ...

Blackstone is a leading investor in data centers and other computing infrastructure. COO Jon Gray addressed the DeepSeek threat in an earnings call.

The release of DeepSeek’s groundbreaking R1 AI model has sent shockwaves through global markets, wiping $1 trillion from tech stocks and prompting a significant sell-off in Nvidia shares. DeepSeek’s ...