Without addressing the specifics of DeepSeek’s model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in demand for AI chips.
Data from Meta's AI model also appears to have been used in DeepSeek. Chinese e-commerce giant Alibaba Group Holding Ltd – ADR (BABA) has introduced an AI model that is better than both OpenAI's model and DeepSeek's model.
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock through Wall Street.
ASML shares jump 9% as strong chip orders ease AI spending fears. Traders eye semiconductor stocks as demand for high-end chips remains resilient.
ASML chief executive says lower-cost AI models will boost chip demand. He doesn't see DeepSeek as a threat for AI hyperscalers either.
DeepSeek challenges OpenAI with drastically cheaper models, prompting discussions on the viability of proprietary versus open-source AI efforts.
ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. Microsoft said to be probing if DeepSeek improperly used OpenAI data. SoftBank to invest in Skild AI.
Thanks to Stargate, and the impending launch of OpenAI’s next-gen o3 reasoning models, I think the AI gravy train should have enough oomph to help ASML buyers gain more confidence to continue ...
Investors are apparantly questioning AI infrastructure investments on the heels of DeepSeek claiming to have spent $6 million to train its newest LLM.
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this
Nvidia closed higher on Tuesday as some investors seized an opportunity to buy the chip giant at a discount following its record wipeout on Monday.