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Energy sector surveys the DeepSeek fallout
The extended energy universe is grappling with what Chinese AI startup DeepSeek's remarkable efficiency claims mean for data center power demand. The big picture: Morgan Stanley analysts, in a note, see an "over-reaction among US stocks with exposure to AI growth" after share prices of several energy companies fell sharply.
DeepSeek Reveals How Badly Energy Industry Needs AI for Growth
In one brutal blow, DeepSeek has revealed just how many energy-related businesses in the US have been banking on an artificial intelligence boom — and the surge in power demand it was supposed to bring.
DeepSeek breakthrough raises AI energy questions
Having shattered assumptions in the tech sector and beyond about the cost of artificial intelligence, Chinese startup DeepSeek's new chatbot is now roiling another industry: energy companies. That has significant implications not only for the cost of developing AI,
1d
on MSN
DeepSeek fallout: GOP Sen Josh Hawley seeks to cut off all US-China collaboration on AI development
This week the U.S. tech sector was routed by the Chinese launch of DeepSeek, and Sen. Josh Hawley is putting forth ...
2d
How DeepSeek’s fallout could threaten U.S. consumption, according to strategists
Citigroup strategists took a look at what happens after a big tech selloff, and then what happens if that keeps going.
3d
on MSN
DeepSeek AI Fallout Spreads to Manufacturing Stocks. Weighing a ‘Sputnik Moment’ Versus Outright Fear.
Shares of Eaton, Schneider Electric, Trane, Amphenol, and others are all selling off after the Chinese AI app DeepSeek ...
1d
The fallout from the DeepSeek Chinese AI panic
The Supreme Court has dismissed a man’s bid to overturn an €11.4 million judgment against him as it found he failed to show ...
7h
Jim Cramer Discusses These 10 Stocks & Wonders Whether DeepSeek Stole From OpenAI
In this piece, we will look at the stocks Jim Cramer discussed after the DeepSeek AI selloff.
WealthManagement.com
1d
CIOs Wrestle with DeepSeek Fallout
The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle ...
2d
on MSN
How DeepSeek is upending AI and the tech industry
Approximately $1 trillion is set to be spent globally on AI development in the coming years, according to estimates by ...
3d
China's DeepSeek suggests AI can be done cheap. The fallout could be costly
The US was seen to have a major lead in the field of AI, and export bans in place were meant to keep it that way. China's new ...
The Sunday Business Post
20h
Accusations, recriminations and a brewing US-China tech war – the DeepSeek fallout
As allegations of intellectual property theft swirl and the US government eyes potential restrictions, what’s next in the AI ...
21h
on MSN
To some, OpenAI is a DeepSeek victim. But SoftBank may be more upbeat than ever.
SoftBank reportedly is in talks to invest up to $25 billion in OpenAI and become the ChatGPT creator’s largest investor.
2d
‘Is DeepSeek a DeepFake or real?’ Doubts and questions emerge on Wall Street and in Silicon Valley
In today’s CEO Daily: Diane Brady on the DeepSeek fallout in Silicon Valley. Analyst notes from Baird, Jefferies, JP Morgan, ...
1d
on MSN
DeepSeek Panic Live Updates: Nvidia Stock Drops 4%—As Trump Reportedly Mulls China Chip Sale Restrictions
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company ...
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