The emergence of a small Chinese artificial intelligence (AI) company called DeepSeek initially put a giant hole in the U.S.

DeepSeek could spark a shift from hardware to software, similar to what happened to traditional computing beginning in the ...

Both the stock and crypto markets took a hit after DeepSeek announced a free version of ChatGPT, built at a fraction of the ...

Nvidia stock was dropping Monday. The threat of sweeping tariffs on U.S. imports has raised the prospect of similar levies ...

If DeepSeek does make AI software more widespread, that could drive more uses and boost demand for Nvidia's chips. Following ...

它引发了金融恐慌，令从华尔街到硅谷的美国人感到不安，并引起了全世界的关注。因为它，美国科技股市值在一天之内蒸发了1万亿美元。它让人们对人工智能 (AI)热潮的基本假设提出了质疑。这也意味着，美国和中国争夺科技霸权和未来控制权的战斗真正打响。

根据Factset一致预期，2024年，微软、谷歌、亚马逊、Meta、苹果等北美五大科技公司合计资本开支2253亿美元，2025年有望继续增长19.6%。其中很大部分投入是用在包括GPT-5、Llama4等在内下一代模型的算力投资。目前北美四大AI公 ...

Entrepreneur Marc Andreessen, known for co-writing Mosaic, one of the world’s first web browsers, wrote Sunday on X that ...

AI investors are desperately trying to find clues on the real impact of DeepSeek on chip demand in the future and gauge how ...

DeepSeek released an open-source artificial intelligence model in December, saying it took only two months and less than $6 ...

资本市场对此反应强烈，招商证券研报指出该模型性能已超越主流开源模型，华泰证券则认为其"低成本+高性能"特性可能引发全球科技股价值重估。数据显示，中美科技股估值差已扩大至历史极值，AI技术突破有望成为估值修复催化剂。

雪佛龙首席执行官Mike Wirth在一次采访中表示：“DeepSeek实际上强调了全球对人工智能领导地位的竞争是多么激烈和紧迫。“我们将看到这些模型在整个经济中的应用激增。对人工智能的需求，对电力的需求将会增长，并反映出来。” ...