15 posts
Analysis
DeepSeek achieved comparable results to Western AI leaders while using significantly less computational power, bypassing US containment efforts.
Tech firms challenge traditional defence giants with a new business model, potentially reshaping the $850B military-industrial complex.
Databricks aimed to raise $3-4B but received $19B in investor interest, highlighting extraordinary market enthusiasm for AI infrastructure companies.
China's investigation of Nvidia comes amid escalating tech tensions and represents the complex interplay of national interests in global AI development.