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.

OpenAI struck an agreement with the U.S. National Laboratories and plans to support work on nuclear security and more

OpenAI has been cozying up to the government for a few years now, and it’s been turbocharged under the Trump Presidency. Earlier this week, Altman announced ChatGPT Gov, a specialized version of its chatbot for government applications.

A new investment from the Japanese conglomerate would be separate from the $100 billion tied to a project announced at the White House last week.

After announcing a partnership with OpenAI last year, the US National Laboratory will now install the company’s latest reasoning models on its Nvidia-powered Venado supercomputer “to conduct national security research.

OpenAI announced Thursday it is partnering with the Los Alamos National Laboratory to install its newest artificial intelligence models onto the lab’s supercomputer for national security

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a half a trillion dollars in the first month of 2025 as banks and technology vendors vie to build out massive AI compute.

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.

On Thursday, OpenAI announced that it is deepening its ties with US government through a partnership with the National Laboratories and expects to use AI to "supercharge" research across a wide range of fields to better serve the public.

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

The hard lessons learned from the DeepSeek models may ultimately help U.S. AI companies and speed progress toward human-level AI.