DeepSeek threat exposes guesswork on AI power demand, says IEA
Read more at Financial Times
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Amid threats of DeepSeek disruption, IBM sees benefits from more efficient AI and deregulation
IBM shares rallied after hours on Wednesday after the tech-infrastructure provider reported a quarterly per-share profit that beat expectations.MarketWatch - 16h -
Forget DeepSeek. Zuckerberg says Meta will spend hundreds of billions on AI.
Meta’s CEO says its consumer AI offering “is going to be one of the most transformative products that we’ve made.”MarketWatch - 16h -
ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less
Without addressing the specifics of DeepSeek's model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in demand for AI chips.CNBC - 1d -
ASML shares jump 10% as surge in orders defies fears of DeepSeek hitting AI chip demand
Dutch semiconductor equipment maker ASML on Wednesday reported better-than-expected net sales and profit results for the fourth quarter.CNBC - 1d -
Chevron, GE Vernova aim to fuel power-hungry AI. DeepSeek throws that in question.
Chevron and GE Vernova are trying their hand at supplying power to data centers, just as China’s DeepSeek may upend that play.MarketWatch - 1d -
DeepSeek shows AI's centre of power could shift away from US
The app's strong debut has shaken beliefs that the US would remain the unchallenged global AI superpower, writes the BBC's Marc Cieslak.BBC News - 2d -
Trump says China’s DeepSeek AI chatbot is a ‘wake-up call’
Emergence of cheaper Chinese rival has wiped $1tn off the value of leading US tech companies. What is DeepSeek and why did US tech stocks fall? Business live – latest updates Donald Trump ...The Guardian - 2d -
Oil prices end lower on Trump’s tariff talk, concerns over AI-related power demand
Oil futures settled lower on Monday, as the Trump administration’s ongoing tariff threats and their potential economic impact, along with concerns over the potential for a slowdown in AI-related ...MarketWatch - 2d -
Is SLB an AI play? Oil company’s CEO makes the case as power demand swells.
The stock of SLB, the oil-services company formerly known as Schlumberger Ltd., rose 3% early Friday after the company posted better-than-expected earnings for the fourth quarter, driven by ...MarketWatch - Jan. 18
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With DeepSeek, China innovates and the US imitates
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The ‘conservative international’ battle with Britain
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