Will China's DeepSeek Bring an End to the AI Grift?
At Meta, the metaverse will take a backseat to $65 billion in AI spending. Microsoft plans to on AI-enabled data centers in FY 2025. DeepMind CEO Demis Hassabis estimates it could cost Google $100 ...
Foreign Affairs29m
The Case for “Avalanche Decoupling” From China
Eyck Freymann is a Hoover Fellow at Stanford University and Nonresident Research Fellow with the China Maritime Studies ...
Chip stocks set for recovery after DeepSeek shock; Nvidia drops
Quarterly results from Microsoft and Meta after the closing bell will be closely monitored for details on AI spending.
Citi Stays Bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM), Citing Key Role in AI and Semiconductor Supply Chain
We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at ...