The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their “bigger is better” competitive orientation.

In what marks the largest single-day drop in stock market history, Nvidia's valuation has been hit by China's answer to ChatGPT.

Trump administration officials are exploring additional curbs on the sale of Nvidia Corp. chips to China, according to people familiar with the matter, who emphasized that conversations are in very early stages as the new team works through policy priorities.

Google’s custom TPUs give it an edge over Nvidia. See why GOOG stock may outperform as it leads AI hardware innovation in a competitive big tech landscape.

The buildings that Nvidia has agreed to buy from affiliates of Sobrato Organization have addresses of 2701, 2711, 2721 and 2731 San Tomas Expressway, the county public files show. An adjacent parking garage at 2741 San Tomas Expressway is also included in the purchase deal.

The superstar run for Nvidia’s stock the last few years has been astonishing. So was its tumble Monday, which caused $595 billion in wealth to vanish.

Barrett Woodside, co-founder of the San Francisco AI hardware company Positron, said he and his colleagues have been abuzz about DeepSeek.

Then there is the hype question. Since Chat GPT set off the AI gold rush in late 2022, Nvidia has been the ultimate “picks and shovel” play. But like investment in the early days of the internet, the AI boom has so far been based more on the belief that it will change everything than hard evidence that it can generate returns.

However, discussions on the matter are currently at an early stage as the new team works through policy priorities

The $1 trillion stock selloff sparked by startup DeepSeek’s powerful new reasoning model goes beyond questions of training costs and capital investment levels for artificial intelligence, and right to the heart of perhaps the biggest question of all for AI: Where does value in AI reside?

It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. No one wants to go to