The blogger who helped spark Nvidia’s $600 billion stock collapse and a panic in Silicon Valley
Jeffrey Emanuel says Wall Street banks that are bullish on Nvidia “have absolutely no idea what they’re talking about.” ...
Sudden emergence of DeepSeek may accelerate AI innovation in Silicon Valley, experts say
The sudden emergence of DeepSeek in the global artificial intelligence competition has sparked questions about its impact on Silicon Valley giants like Nvidia and fledgling startups across the Bay ...
The Business Journals4d
Now what? Nvidia, Silicon Valley try to recover from DeepSeek juggernaut
It's too early to say what the short-term and long-term impacts will be on Nvidia. Still, all eyes in Silicon Valley are on a company that employs around 15,999 people in its Santa Clara headquarters.
How DeepSeek changed Silicon Valley’s AI landscape
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...
The Economist3d
Nvidia is in danger of losing its monopoly-like margins
Then there is the hype question. Since Chat GPT set off the AI gold rush in late 2022, Nvidia has been the ultimate “picks ...
Silicon Valley Scrambles Following DeepSeek Bombshell
The launch of Chinese AI DeepSeek has prompted a wide range of responses from Silicon Valley, with many considering the ...
DeepSeek: Tech firm suffers biggest drop in US stock market history as low-cost Chinese AI company bites Silicon Valley
The emergence of DeepSeek's free assistant has placed big doubts over the US market's AI-driven rally of the past two years.
Business Insider1d
Silicon Valley leaders from Sam Altman to Satya Nadella react to their new rival DeepSeek
Nvidia, a leader in AI hardware ... with less advanced and significantly cheaper hardware. Here's how Silicon Valley leaders have responded to DeepSeek so far. Satya Nadella Nadella, Microsoft's ...