Latest in DeepSeek threat exposes guesswork on AI power demand, says IEA
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Meta and Microsoft Double Down on Huge A.I. Spending, Despite DeepSeek Threat
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.The New York Times - 6h -
Zuckerberg says Meta won't slow down AI spend despite DeepSeek's breakthrough
Meta CEO Mark Zuckerberg said China-based DeepSeek has created a powerful artificial intelligence model, but it won't likely curb Meta's AI spending.CNBC - 17h -
Exposed DeepSeek Database Revealed Chat Prompts and Internal Data
China-based DeepSeek has exploded in popularity, drawing greater scrutiny. Case in point: Security researchers found more than 1 million records, including user data and API keys, in an open database.Wired - 21h -
DeepSeek Says It Built its Chatbot Cheap. What Does That Mean for AI’s Energy Needs and the Climate?
If artificial intelligence can truly run more efficiently, the power it needs might be less than experts assume.Inc. - 1d -
DeepSeek says it built its chatbot cheap. What does that mean for AI's energy needs and the climate?
Chinese artificial intelligence startup DeepSeek stunned markets and AI experts with its claim that it built its immensely popular chatbot at a fraction of the cost of those made by American tech ...ABC News - 1d -
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 - 17h -
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 - 18h -
Bitcoin miners slump after DeepSeek raises questions about AI power usage. What’s next.
A weekly look at the most important news and moves in crypto, and what’s on the horizon in digital assets.MarketWatch - 1d -
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 -
DeepSeek’s ‘aha moment’ creates new way to build powerful AI with less money
Chinese artificial intelligence group’s use of ‘reinforcement learning’ and ‘small language models’ leads to breakthroughsFinancial Times - 1d -
DeepSeek threat exposes guesswork on AI power demand, says IEA
Breakthrough suggests artificial intelligence’s appetite for energy may not be as insatiable as previously thoughtFinancial Times - 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 -
FirstFT: OpenAI’s Sam Altman scrambles to respond to DeepSeek threat
Also in today’s newsletter, Treasury secretary Scott Bessent pushes for universal tariffs and Nato’s silence over Greenland threatFinancial Times - 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 -
Why U.S. investors see China's DeepSeek as a threat
Tech stocks plummeted Monday as investors raised concerns about advancements in Chinese artificial intelligence. Last week, the Chinese company DeepSeek released R1, an AI model similar to ChatGPT ...CBS News - 2d -
Trump says China's DeepSeek AI 'should be a wake-up call' for American tech companies
President Donald Trump said Monday that the sudden rise of Chinese AI app DeepSeek “should be a wake-up call” for America’s tech companies.NBC News - 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 -
DeepSeek defies America’s AI supremacy
A Chinese advance tests the assumptions behind lofty US tech valuationsFinancial Times - 3d -
UAE’s nuclear company seeks to capitalise on AI-induced energy demand in US
Enec’s CEO says it plans to expand overseas after rapid growth in its home marketFinancial Times - 4d -
Trump says he will use energy emergency declaration to approve more power for AI
President Trump said Thursday that he will use his energy emergency declaration to approve power stations for artificial intelligence (AI) centers. Speaking at the World Economic Forum, Trump said: ...The Hill - 6d -
Trump says he will approve power plants for AI through emergency declaration
Trump said the plants can use whatever fuel they want, including coal as a backup.CNBC - 6d -
Scale AI CEO says China has quickly caught the U.S. with the DeepSeek open-source model
Alexandr Wang, CEO of Scale AI, said Thursday that the AI race between the U.S. and China is an "AI war."CNBC - Jan. 23 -
Trump says he will 'demand' lower interest rates
Trump made a virtual address to the World Economic Forum in Davos, Switzerland.ABC News - Jan. 23 -
South Carolina to Reboot Giant Nuclear Project to Meet AI Demand
Santee Cooper is working with bankers to solicit interest in V.C. Summer.The Wall Street Journal - Jan. 22 -
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 -
U.S. Efforts to Cut Emissions Stalled in 2024 as Power Demand Surged
After staying flat for nearly two decades, electricity use is starting to rise again, and the boom in wind and solar power hasn’t kept pace.The New York Times - Jan. 9 -
Online holiday spending rises nearly 9%, as deep discounts and AI-powered chatbots fuel purchases, Adobe data says
The holiday e-commerce results from Adobe are a promising sign for the retail industry, which will begin reporting holiday results in February.CNBC - Jan. 7 -
Foxconn Posts Record Fourth-Quarter Revenue on AI Demand
The Taiwan-listed assembler of Apple and Nvidia products posted record revenue for the fourth quarter, helped by robust demand for servers to power burgeoning artificial intelligence technologies.The Wall Street Journal - Jan. 5
