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BERNSTEIN REPORT ON DEEPSEEK
India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...- This Apple executive rocked Alphabet shares this week; here's what happened and the real story behind itGoogle Search faces AI challenge as Apple exec Eddy Cue reveals a drop in Safari-based searches for the first time in over 20 years—hinting...
- Nvidia CEO meets with Chinese trade officials in BeijingHuang had been invited to meet with the China Council for the Promotion of International Trade, a state-backed trade body, according to sta...
- QSRs go quick; Apple grows India suppliersSeveral quick-service restaurant (QSR) brands are customising their top-selling products for quick commerce platforms. This and more in tod...
- Deepinder Goyal’s aviation bet; Rapido’s food delivery planDeepinder Goyal is investing in LAT Aerospace, marking his second venture outside Zomato. This and more in today’s ETtech Morning Dispatch.
- Alibaba shares surge after launch of new AI model to rival DeepSeek’s R1Alibaba's Hong Kong-listed stock surged 8.39 percent to a 52-week high following the announcement of its AI reasoning model—QwQ-32B. The co...
- Nvidia’s stock shows unseen trends in years – Is NVDA an attractive investment now? Here’s what analysts are sayingNvidia’s stock has seen rare market moves, dropping sharply in recent weeks. Despite this, analysts believe NVDA stock remains an attractiv...
- You thought only DeepSeek routed American titans? Wait, here's a little-known Chinese biotech company whose lung cancer drug could rattle big pharma; here's all about itChinese biotech company Akeso developed a lung cancer drug Ivonescimab, which outperformed Merck's Keytruda in trials. This breakthrough si...
- DeepSeek rushes to launch new AI model as China goes all inThe Chinese startup triggered a $1 trillion-plus sell-off in global equities markets last month with a cut-price AI reasoning model that ou...
- Alphabet shares fall 8% as cloud growth concerns and AI spending rattle investorsAlphabet shares fell 8% on Wednesday as investors balked at the Google parent's slowing cloud growth and planned $75 billion capital spendi...
- Indian-American billionaire Vinod Khosla accuses DeepSeek of ripping off technologyDeepSeek is facing allegations of copying technology from competitors such as OpenAI, as well as from Donald Trump's AI advisor, David Sack...
- ASML CEO makes case that DeepSeek is positive for chip demandChristophe Fouquet said that perceptions of AI spending are skewed by the massive investments being made by "hyperscalers" - companies such...
- Big Tech faces heat as China's DeepSeek sows doubts on billion-dollar spendingFounded in 2023, the startup claims its AI models match or outperform top US rivals at a fraction of the cost, challenging the notion that ...
- DeepSeek was not built for $5 million: Bernstein report challenges Chinese AI chatbot's claimA Bernstein report addresses the excitement surrounding DeepSeek, an emerging AI company, clarifying that while its models demonstrate stro...
- Chinese AI startup DeepSeek's $6 million vs $250 billion of big US cloud companies: What about privacy concerns?China's DeepSeek has hogged all the headlines after the AI startup has claimed that it developed a cheaper technology.
- DeepSeek threat leading to overblown panic, buy the dips: BrokeragesDeepSeek: Global analysts Bernstein and UBS downplay panic over China's DeepSeek AI model disrupting the AI industry. They emphasize broade...
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