The big switch to DeepSeek is hitting a snag
AI startups can't find fast enough DeepSeek model services, stalling the big switch to the buzzy open-source Chinese large language model.
Emma Cosgrove
Senior Reporter
DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say
Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.
The tech industry is in a frenzy over DeepSeek. Here's who could win and lose from China's AI progress.
DeepSeek's ability to build powerful models more efficiently has put a giant question mark over the US tech industry's approach to AI
DeepSeek's cheaper models and weaker chips call into question trillions in AI infrastructure spending
DeepSeek delivers high-performing, cost-effective models using weaker GPUs, questioning the trillion-dollar spend on US AI firms like OpenAI.
Semiconductor legend Lip-Bu Tan told BI his strategy for investing in Nvidia competitors
Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.
Trump announces an AI infrastructure investment of up to $500 billion involving OpenAI, Oracle, and SoftBank
President Donald Trump called Stargate, a new joint venture by OpenAI, Oracle, and SoftBank, "the largest AI infrastructure project in history."
Nvidia's autonomous-car business is rising. Here's how it could make every car self-driving.
A look at Nvidia's role in enabling autonomous vehicles and giving the industry what an analyst called a "shot in the arm."
What President Joe Biden's last-minute chip export restrictions mean for Nvidia
Nvidia vehemently opposes new rules that restrict GPU shipments to most countries.
The pros and cons of making advanced chips in America
Groq and Positron AI are tapping US semiconductor fabs to offer more value in the AI chip market
Chip startups are making these New Year's resolutions to take on Nvidia in 2025
Groq, Positron, and SambaNova aim to leverage evolving AI workloads in 2025 to challenge Nvidia's leadership in the market.
Groq is 'unleashing the beast' to chip away at Nvidia's CUDA advantage
After offering access to Groq's inference service for free, 625,000 developers are using the company's APIs.
A chip company you probably never heard of is suddenly worth $1 trillion. Here's why, and what it means for Nvidia.
Custom AI chips from Broadcom and others are gaining traction, expanding Big Tech companies' options beyond Nvidia.
10 business leaders who spearheaded industry-transforming change in 2024
Learn about business leaders like the WNBA's Cathy Engelbert and Amazon's Mike Hopkins who are innovating in their sectors.
Intel co-CEOs discuss splitting product and manufacturing businesses
Intel co-CEOs discuss potential separation of manufacturing and products businesses as Intel continues to face uncertainty around its future.
Will the world's fastest supercomputer please stand up?
It's getting harder to tell whose clusters are the biggest — and even harder to tell whose are the most powerful.
Intel's next CEO needs to decide the fate of its chip fabs
Intel's CEO exit reignites discussions on splitting off factories, with questions about financial recovery and CHIPS Act funding.
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In an all-hands meeting, Intel's new leaders emphasized outgoing CEO Pat Gelsinger's 'personal decision'
In an internal meeting on Monday, Intel's interim leadership addressed CEO Pat Gelsinger's abrupt departure.
Nvidia hopes lightning will strike twice as it aims to corner the burgeoning robotics market
The AI boom turned Nvidia into a trillion-dollar giant. Its next big bet is even more complex.
Nvidia workforce data explains its meteoric rise
Nvidia's workforce expansion since 2003 shows its rapid growth in AI, with high salaries, low turnover, and a unique culture of public feedback.
Amazon makes massive downpayment on dethroning Nvidia
The cloud giant just launched another assault on Nvidia's lead in the AI chip market.