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.

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.

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.

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.

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

Nvidia is dropping more than 8% in pre-market as news of China's DeepSeek model performance trend in the media. Check out what investors need to know.

We came across a bullish thesis on NVIDIA Corporation (NVDA) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on NVDA. NVIDIA Corporation (NVDA)’s share was trading at $128.

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 chip has broken new ground in a key random circuit sampling benchmark, an important development in Google's roadmap for fault-tolerant quantum computing.

NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US stock history.

OpenAI suspects DeepSeek distilled its advanced models into a smaller, cheaper version without permission. Distillation implies that DeepSeek may have used OpenAI’s outputs as “teacher” data to train its own AI,