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Everyone’s rattled by the rise of DeepSeek—except Nvidia, which enabled it

Livemint

Livemint · 5m ago

Everyone’s rattled by the rise of DeepSeek—except Nvidia, which enabled it

Nvidia has been navigating U.S.-China tensions while continuing to sell AI chips in China. Amid rising export restrictions aimed at limiting China's AI capabilities, Nvidia adapted by developing modified chips compliant with U.S. rules, sparking frustrations in Washington. Despite potential risks, Nvidia views long-term engagement with China as essential for maintaining its market leadership. The company's strategy included lobbying against new regulations, even as debates intensified over balancing business interests and national security concerns.

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Samsung operating profit hit by R&D spending, fight to meet chip demand

Economic Times

Economic Times · 5m ago

Samsung operating profit hit by R&D spending, fight to meet chip demand

Samsung Electronics' operating profit fell by almost a third in the fourth quarter due to increased research spending and challenges in meeting demand for AI server chips. Despite an 11.8% sales rise, the company warned of limited earnings improvement in early 2025 due to semiconductor business weaknesses. Samsung's technological leadership in semiconductors has been challenged by fast-growing AI chip demand and competition from Nvidia and startups like DeepSeek. The company plans to address evolving AI market demands while monitoring industry trends.

Mint Explainer: DeepSeek’s lean AI and India’s AI future

Livemint

Livemint · 5m ago

Mint Explainer: DeepSeek’s lean AI and India’s AI future

DeepSeek AI, a Chinese startup, has disrupted the AI market with a low-cost, open-source model, significantly impacting tech stocks like Nvidia. By using cost-effective training methods, DeepSeek demonstrates that advanced AI development is possible without massive investments. This approach could benefit countries like India, where resources are limited, by accelerating AI growth without heavy funding. DeepSeek's model promotes democratising AI, offering global collaboration opportunities and reducing reliance on high-end computational power.

DeepSeek says a new R1 update is closing the gap with OpenAI o3 and Gemini 2.5 Pro.

The Verge

The Verge · 1m ago

DeepSeek says a new R1 update is closing the gap with OpenAI o3 and Gemini 2.5 Pro.

DeepSeek has released an update for its AI model, named DeepSeek-R1-0528, which aims to reduce "hallucination" rates and enhance reasoning and inference capabilities through improved computational resources and algorithmic optimizations. This update brings DeepSeek closer to matching the performance of leading AI models like OpenAI's O3 and Google's Gemini 2.5 Pro, positioning it as a cost-efficient alternative to models from tech giants such as OpenAI, Google, and Meta.

DeepSeek's distilled new R1 AI model can run on a single GPU | TechCrunch

TechCrunch · 1m ago

DeepSeek's distilled new R1 AI model can run on a single GPU | TechCrunch

DeepSeek has released a distilled version of its R1 AI model, called DeepSeek-R1-0528-Qwen3-8B, which performs well on benchmarks compared to similarly sized models. Built on Alibaba's Qwen3-8B, it excels in math tests against larger competitors like Google's Gemini and Microsoft's Phi 4. While less demanding computationally, needing only a single GPU with 40GB-80GB RAM, it offers robust performance. It is available for commercial use under the MIT license.

DeepSeek says a new R1 update is closing the gap with OpenAI o3 and Gemini 2.5 Pro.

The Verge

The Verge · 1m ago

DeepSeek says a new R1 update is closing the gap with OpenAI o3 and Gemini 2.5 Pro.

DeepSeek has introduced an updated AI model, DeepSeek-R1-0528, which aims to compete with industry leaders like OpenAI and Google by offering a cost-efficient alternative with enhanced capabilities. The new model reduces hallucination rates and significantly improves reasoning and inference abilities through better computational resources and algorithmic optimization. This performance enhancement brings it closer to the capability levels of top models such as OpenAI’s O3 and Gemini 2.5 Pro, marking a significant advancement in the AI field.

ETtech Explainer: The story behind DeepSeek’s greener and leaner chatbot

Economic Times

Economic Times · 5m ago

ETtech Explainer: The story behind DeepSeek’s greener and leaner chatbot

Chinese AI startup DeepSeek has gained attention with its cost-efficient technology, particularly its large language model, DeepSeek V3, which powers the R1 chatbot. Using a "Mixture of Experts" architecture and Reinforcement Learning, it activates only 37 parameters out of 671 billion for tasks, enhancing computational capacity and reducing costs. Notably, it developed this model at a fraction of the cost of competitors like OpenAI. This disruption has impacted tech stocks globally, prompting declines in major companies' valuations.

DeepSeek narrowed China-US AI gap to 3 months: 01.AI CEO

Inshorts · 3m ago

DeepSeek narrowed China-US AI gap to 3 months: 01.AI CEO

Chinese AI startup 01.AI CEO Lee Kai-fu said companies like DeepSeek have narrowed China's AI development gap with the US to three months in some areas. "Previously I think it was a six to nine-month gap and behind in everything," he stated. China-based DeepSeek launched an AI model in January, which it claimed was built for less than $6 million.

Hunt for 'next Nvidia' draws options traders to Arm's soaring stock

Economic Times

Economic Times · 1y ago

Hunt for 'next Nvidia' draws options traders to Arm's soaring stock

The soaring stock price of Arm Holdings, driven by strong demand for its technology in designing chips for artificial intelligence features, has attracted options traders looking for the "next Nvidia." Volume in Arm options has surged, with investors positioning for further gains after the stock nearly doubled in price within a week. Arm's rise has been compared to Nvidia, which has seen a 220% increase over the past year. Call options on Arm shares rising above $185 by Friday were the most actively traded, suggesting bullish sentiment.

Nvidia’s staying power is the $2 trillion question

Livemint

Livemint · 1y ago

Nvidia’s staying power is the $2 trillion question

Nvidia, the semiconductor giant, has experienced incredible growth, surpassing a market value of $1.8 trillion. Its success can be attributed to the increasing demand for its chips in artificial intelligence by tech giants like Amazon and Google. Nvidia is set to report its fiscal fourth-quarter results, which are expected to show revenue of nearly $59 billion for the fiscal year, more than double the previous year. Despite the remarkable rise, there are concerns about the sustainability of this growth and potential risks heading into the quarterly report.

Sam Altman faces backlash as old video resurfaces amid DeepSeek’s rise

Economic Times

Economic Times · 5m ago

Sam Altman faces backlash as old video resurfaces amid DeepSeek’s rise

OpenAI founder Sam Altman faces backlash over an old video where he deemed building a competitive AI model on a $10 million budget as hopeless. Recorded in June 2023, Altman's remarks are now scrutinized amid the rise of Chinese AI startup DeepSeek, which has gained attention with cost-efficient technology. DeepSeek's chatbot leads as the top-rated free app on Apple's US App Store, challenging Altman's notion. Tech Mahindra’s former CEO publicly accepted this competitive challenge.

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