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

It’s not AI’s ‘Sputnik Moment,’ it has erotic dreams about censorship, you can run it at home for $6K. AI Eye.

The release of DeepSeek’s innovative and efficient artificial intelligence model has been heralded as such a turning point — a “Sputnik moment” for the U.S. Just as the Soviet Union’s 1957 launch of ...

Invest in Nvidia Corporation as AI spending surges. Recent dip offers a buying opportunity. Read my in-depth look at NVDA ...

In Q2 FY2025, Microsoft outperformed top and bottom line estimates, with total revenues increasing +12% y/y to $69.6B (vs.

Satya Nadella, the boss of Microsoft, posted on X, a social-media platform, that “Jevons paradox strikes again! As AI gets ...

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

Monday’s DeepSeek sell-off may have rattled investors who picked up shares of a top semiconductor play at any time over the ...

Yet if fast followers such as DeepSeek can eat away at that lead for a fraction of the cost, then those profits are at risk.

The impressive cost/performance gains demonstrated in DeepSeek have important implications for AI strategy and investment.

As attention on Chinese startup DeepSeek and its artificial-intelligence model led to a $1 trillion wipeout in the U.S. stock market on Monday, shares of bitcoin miners with exposure to artificial ...

The Chinese startup's new model poses some serious questions about the assumptions behind AI investments. But what if that's ...