These four stocks could benefit most from a commodified AI sector, Morgan Stanley and Morningstar analysts said.

China's DeepSeek has panicked investors in top AI stocks after it said its new model was built with less computing power than ...

A late-night post on X from Microsoft CEO Satya Nadella on an economic concept known as Jevons Paradox sought to counter ...

But AI scientists have pushed back, arguing that many of those fears are exaggerated. They say that while DeepSeek does ...

Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later.

DeepSeek has upset the top echelons of the AI order, with a dash of Chinese censorship. Experts tell us there is more to the ...

Microsoft CEO Satya Nadella highlighted the Jevons Paradox following the rise of Chinese AI startup DeepSeek, known for its ...

Falling costs of artificial intelligence computing will yield some winners, just as the emergence of AI itself has.

In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...

Blackstone is a leading investor in data centers and other computing infrastructure. COO Jon Gray addressed the DeepSeek threat in an earnings call.

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...