After DeepSeek, Nvidia and the AI boom hyper scalers that hoard its chips face new questions
DeepSeek shook the market, but companies like Nvidia are still developing AI platforms that foundation models can use to operate.
Why claims of Microsoft cancelling AI data centre leases are raising eyebrows
Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...
Microsoft unlocks free, unlimited access to Copilot Voice and Think Deeper
Microsoft recently brought OpenAI’s o1 reasoning model to the free version of Copilot, and the company has now announced that ...
Microsoft: Look Beyond The Short-Term Noise (Rating Upgrade)
Microsoft shares have been selling off lately, down over 14% from its all-time high. Find out why I upgrade MSFT stock from ...
Alibaba’s US$52 billion capex seen as catalyst for China’s Big Tech in AI race
Global tech giants are eyeing the first-mover advantages in the initial stage of artificial intelligence development, Everbright Securities says.
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Europe’s top AI stocks further declines on Microsoft data center worries
AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...
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Microsoft Lets Free Copilot AI Users Use Voice Conversation and Complex Query Tools
The Copilot Voice and Think Deeper AI features for verbal conversations and more complicated queries are now unlimited under ...
DeepSeek is rushing to get its next-gen R2 model out sooner than expected
A new report suggests DeepSeek is trying to rush its next-gen R2 model out as quickly as possible after the success of R1.
Nvidia to report earnings amid infrastructure spending, DeepSeek concerns
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
DeepSeek effect? Microsoft’s data center pullback sparks questions about AI cost
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.