Latest in Still Bullish A.i
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Blackstone Still Bullish on A.I. Data Centers Despite DeepSeek
Blackstone, a major global investor in data centers that run A.I. systems, expects use of the technology to rise as the cost of computing power falls.The New York Times - 10h -
DeepSeek’s A.I. Chatbot Awkwardly Navigates China’s Censors
Asked about sensitive topics, the bot would begin to answer, then stop and delete its own work. It refused to answer questions like: “Who is Xi Jinping?”The New York Times - 1d -
DeepSeek Shows Meta’s A.I. Strategy Is Working
The Silicon Valley giant was criticized for giving away its core A.I. technology two years ago for anyone to use. Now that bet is having an impact.The New York Times - 1d -
How DeepSeek Changed the A.I. Game
What is DeepSeek, and why did it cause the markets and U.S. tech giants to quake? Cade Metz, a technology reporter for The New York Times who writes about artificial intelligence, explains.The New York Times - 2d -
What is DeepSeek? And How Is It Upending A.I.?
How did a little-known Chinese start-up cause the markets and U.S. tech giants to quake? Here’s what to know.The New York Times - 2d -
Nvidia Reels After DeepSeek’s A.I. Breakthrough
The tech industry has had an insatiable appetite for Nvidia’s chips over the last two years. But the feast may be over sooner than many had expected.The New York Times - 3d -
DeepSeek Shows Meta’s A.I. Strategy Is Working
The Silicon Valley giant was criticized for giving away its core A.I. technology two years ago for anyone to use. Now that bet is having an impact.The New York Times - 1d -
Steve Cohen still ‘bullish’ on AI after big sell-off
Point72 founder says drop that wiped almost $600bn from Nvidia shares was prompted by misinformationFinancial Times - 2d -
How China Is Reacting to DeepSeek Upending the A.I. Race
Social media exploded in a celebration after the news that a Chinese start-up had made an artificial intelligence tool that was more efficient than any in the United States.The New York Times - 2d -
Nvidia’s Fall Shows an Uncertain A.I. Future
Nvidia’s sharp turn of fortunes illustrates much deeper problems that investors are ignoring as they send the valuations of Big Tech to the heavens.The New York Times - 2d -
What is DeepSeek? And How Is It Upending A.I.?
How did a little-known Chinese start-up cause the markets and U.S. tech giants to quake? Here’s what to know.The New York Times - 2d -
A Chinese A.I. Company Rattled the Tech World
Also, bird flu has entered a new phase. Here’s the latest at the end of Monday.The New York Times - 3d -
Nvidia Reels After DeepSeek’s A.I. Breakthrough
The tech industry has had an insatiable appetite for Nvidia’s chips over the last two years. But the feast may be over sooner than many had expected.The New York Times - 3d -
Tuesday Briefing: A.I. From China Rattles Markets
Plus, Venice in the winter.The New York Times - 3d -
Retail investors may think tech stocks are overvalued, but they’re still bullish
The stock market just had two strong back-to-back years. While some retail investors are starting to get wary, many are still feeling bullish.MarketWatch - 3d -
Elon Musk Casts Doubt on Trump’s $100 Billion Stargate A.I. Announcement
Mr. Trump had claimed the A.I. announcement as an early trophy, taking credit for the companies’ decision to spend up to $500 billion building data centers.The New York Times - Jan. 22 -
Jim Cramer: Taiwan Semi's bullish earnings brings renewed optimism to broader sector
Jim Cramer reviewed the market reaction to TSMC's fourth quarter earnings report, with its profit rising 57% from a year earlier to a record highCNBC - Jan. 22 -
Trump Announces $100 Billion Stargate A.I. Initiative With OpenAI, Oracle and SoftBank
OpenAI, Oracle and SoftBank formed a new joint venture called Stargate to invest in data centers, building on major U.S. investments in the technology.The New York Times - Jan. 21 -
Apple Plans to Disable A.I. Summaries of News Notifications
The company’s Apple Intelligence system has erroneously characterized news stories, provoking a backlash from media companies.The New York Times - Jan. 17 -
When the Word Is Not Just Flesh: Reporting on A.I. in Religion
A technology reporter came across a Facebook group called “A.I. for Church Leaders and Pastors,” and his interest was piqued.The New York Times - Jan. 17 -
Morgan Stanley more bullish on M&A as equity and bond revenues climb
Morgan Stanley beats earnings expectations amid strength in its equity and bond businesses.MarketWatch - Jan. 16 -
Nvidia analysts are very bullish on the stock. But this holdout defends his cautious view.
The chip maker’s stock has surged in the year since D.A. Davidson’s Gil Luria began coverage with a neutral view. But he still thinks elements of his initial call have merit.MarketWatch - Jan. 16 -
A.I. Military Start-Up Anduril Plans $1 Billion Factory in Ohio
The company said its Columbus plant could eventually produce tens of thousands of autonomous systems and weapons each year.The New York Times - Jan. 16 -
Inflation: still quite annoying
The direction of travel remains mostly sidewaysFinancial Times - Jan. 16 -
Anysphere, a Maker of A.I. Coding Software, Raises $100 Million
The company’s Cursor product, which can autocomplete programming code, helped the start-up draw a $2.5 billion valuation.The New York Times - Jan. 14 -
Biden Administration Adopts Rules to Guide A.I.’s Global Spread
New rules aim to keep advanced technology out of China and to ensure that cutting-edge artificial intelligence is developed by the United States and its allies.The New York Times - Jan. 13 -
OpenAI Courts Trump With Vision for ‘A.I. in America’
The maker of ChatGPT hopes to spur investment from the Middle East and avoid strict regulations on the development of new technologies.The New York Times - Jan. 13 -
Meta Goes MAGA Mode + a Big Month in A.I. + HatGPT
“I think this set of changes that the company announced this week are the most important series of policy changes that they have made in the past five years.”The New York Times - Jan. 10 -
Who is right about ‘Maganomics’: bearish economists or bullish investors?
Equity market optimism about president-elect’s impact contrasts with warnings over hit to GDP growthFinancial Times - Jan. 10 -
Biden Administration Ignites Firestorm With Rules Governing A.I.’s Global Spread
The tech industry is fighting new regulations, expected soon, that aim to keep the cutting-edge technology in the United States and allied countries.The New York Times - Jan. 9 -
Why Nvidia’s Jensen Huang Is So Bullish on ‘Physical AI’ and Robots
‘The ChatGPT moment for robotics is coming,’ Huang said. Here’s why.Inc. - Jan. 8 -
Democrats still underestimate Trump
Despite his greatest political win, and arguably America’s greatest presidential recovery, Trump’s opponents continue to act as though his success is a fluke.The Hill - Jan. 7 -
Platonic Romances and A.I. Clones: 2025 Dating Predictions
Ten experts share what they think will happen in the world of dating, relationships and romance in the new year.The New York Times - Jan. 6 -
Can BAM Be a Trailblazer Again Through A.I.?
The Brooklyn organization, seeking new audiences and pushing boundaries, debuts Techne, four digital installations from the Onassis Foundation’s ONX Studio.The New York Times - Jan. 5 -
Religious Leaders Experiment with A.I. in Sermons
Modern religious leaders are experimenting with A.I. just as earlier generations examined radio, television and the internet.The New York Times - Jan. 3