All told, Nvidia’s market share and its margins are bound to fall, and perhaps sooner than investors had thought before DeepSeek came on the scene. But there is still plenty of scope for it to remain a dominant player. And a wildcard remains: whether Mr Huang is truly the visionary his admirers believe him to be.

The fallout from the seemingly overnight surge in interest around DeepSeek was swift, and severe: The company’s AI model, which it claims to have developed

In this latest installment of Opening Bid, Jason Thomas of Carlyle weighed in on what the arrival of DeepSeek might imply for markets and its competitors like Nvidia.

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

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

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

Fears of upheaval in the AI gold rush rocked Wall Street following the emergence of a popular ChatGPT-like model from China, with US President Donald Trump saying it was a "wake-up call" for Silicon Valley.

The 2025 World Economic Forum kicks off its annual meeting from Davos, Switzerland, on January 20, 2025. This year's theme is "Collaboration for the Intelligent Age." Some of the world's top ...

A speech by the U.N. chief, economic growth potential in places like China and Russia, the challenges of artificial intelligence and leaders from Spain to Malaysia are set to headline the agenda at the World Economic Forum’s annual event in Davos.

The Promenade in Davos, Switzerland is the focal point of the World Economic Forum's annual meeting in the Swiss ski ... at a time when ChatGPT was still gaining in popularity, while Nvidia's stock continued to rally. Nvidia, whose chip systems are used ...