News

The world's balance of technological power is shifting, and DeepSeek is partly the reason. Two years ago, I remember writing ...
This comes as US President Donald Trump’s tariffs spark concerns that rising tech prices will reduce demand for AI.
Chinese AI companies recognize significantly lower demand for AI power, to compensate their losses they're selling ...
Baidu’s founder has said demand for the type of text-based models developed by generative AI sensation DeepSeek is “shrinking ...
Our global equity team believes shifts have sparked broader questions about the durability of U.S. exceptionalism and whether ...
Baidu Inc. rolled out two faster Ernie models and cut their prices by as much as 80%, a step that lifted its Hong Kong-listed ...
Inference, training, and everyday operations all contribute to the considerable water and power consumption required to run ...
Nvidia dominates the market for AI accelerators, and there's essentially no chance that AMD ( AMD 4.81%) or Intel ( INTC 5.56 ...
This offers a viable alternative for enterprises operating in or sourcing from China, especially amid tightening US export ...
The world's balance of technological power is shifting, and DeepSeek is partly the reason. Two years ago, I remember writing a story asking "When will China have its own version of ChatGPT?" ...