Diginomica2d
Jeffrey Emanuel and the lessons we should all learn from the $2 trillion DeepSeek AI market correction
Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...
DeepSeek has rattled large AI players — but smaller chip firms see it as a force multiplier
While the emergence of DeepSeek has hit Nvidia’s stock, smaller AI chip companies say they’re experiencing increased demand and market opportunity.
techzine4d
Why Nvidia’s rivals think they have a chance to topple it
Groq, Etched, Cerebras, SambaNova... There are too many Nvidia alternatives to count. Do any of them stand a chance?
techxplore4d
DeepSeek, Nvidia and the AI race that's shaping the future
DeepSeek and Nvidia—stand out among those competing to lead it. Outside the financial world, the story might seem distant—but ...
Digi Times5d
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on 4. As leading tech firms ramp up ...