Forbes’ Post

Interesting piece in Forbes which highlights how innovation can reshape markets, with companies like Cerebras seizing opportunities as traditional models are upended. #WMMBA

Chinese AI startup DeepSeek has rattled Silicon Valley, causing US and European tech stocks to tumble. Tom Mackenzie explains why. https://lnkd.in/gUMhU7BG

⚠️Has AI hype just faded OVERNIGHT? The news story count for "DeepSeek" has skyrocketed over the weekend as panic flooded Silicon Valley. China's AI startup, DeepSeek said it took them 2 months and LESS than $6 million to build its AI model. By comparison, Open AI spent more than $5 billion a year. China's startup says it bought 10,000 NVIDIA chips whereas Magnificent 7 has bought a few MORE times than that. In other words, Magnificent 7 may have OVERSPENT and this does not bode well for their data center revenue and earnings growth. This is absolutely wild if true. Time will show.

Tech stocks lose $1T after China’s AI startup surprises the market Major US tech stocks, including Nvidia and Microsoft, are tumbling after DeepSeek, a Chinese startup, launched a groundbreaking AI model. Developed at a fraction of the cost of US efforts, this model has raised concerns over America’s AI dominance. Nvidia’s shares dropped nearly 13%, leading the losses. #AI #DeepSeek #China Read the full article: https://lnkd.in/eNMVg3Td

Chinese AI startup DeepSeek has rattled Silicon Valley, causing US and European tech stocks to tumble. Tom Mackenzie explains why.

The ongoing DeepSeek/Nvidia story is a fabulous lesson for all entrepreneurs. On the Nvidia side, no one is invincible. Nvidia’s market cap skyrocketed to $3.6 trillion based on the belief that its hugely expensive chips were indispensable and will be required in ever-greater quantities. This was the gospel, until DeepSeek appeared and Nvidia lost $600 million in value in one day. For OpenAI and its partners in Stargate and many other big-tech companies, their story was that you needed billions to participate in the AI game. DeepSeek’s model was apparently created on the cheap, questioning these big spenders’ insistence. And for DeepSeek, yes newcomers can appear out of nowhere and take on the most established company. DeepSeek toppled OpenAI (which has raised $24 billion) as the most downloaded app. We do not know how this story will shake out, but what we do know is that companies on the rise should never take their success for granted, and startups can take on industry goliaths.

Chinese AI startup DeepSeek triggers selloff in US and Japan stocks as new model threatens tech dominance US tech giants and Japan chipmaker stocks feel the heat as China's startup DeepSeek demonstrates that it doesn't need massive capital investments to develop cutting edge AI. China's tech shares rallied on prospects of disrupting US tech dominance.

This week, China’s AI lab DeepSeek rattled global tech — particularly Nvidia, which suffered the largest single-day corporate value loss in US history on Monday. DeepSeek announced it had built a competitive AI model for just US$6 million using older AI chips, raising questions about the future demand for high-end chips. However, some Australian investors and founders aren’t sold on this narrative. They believe that this kind of innovation will ultimately drive AI chip sales up, not down. Capital Brief’s Daniel Van Boom spoke to Munro Partners’ Nick Griffin and Alex Pollak, CIO at Loftus Peak as well as Ben Sand founder of Strong Compute, a Y Combinator, Blackbird, and Peak XV Partners backed startup that helps companies develop AI more efficiently. Read the full story 👉 https://lnkd.in/g4aYXjci

This AMD <> SILO deal is a blessing ... also in terms of European technology sovereignty. Why? 1. AMD has excellent chip technologies and the pipeline is also full. But: AMD is an underdog compared to NVIDIA. 2. SILO is absolutely Europe-oriented and, above all, has not fallen into the tentacles of NVIDIA, but has developed its algorithms on AMD chips from the outset (e.g. LUMI). But SILO is also an underdog. 3. Borh together are now in a position to develop and offer end-to-end solutions for the European market. Further strategic partnerships are sure to follow. 4. Two underdogs are much hungrier than a full and fat NVIDIA wolf. 5. Ich love it.

US President #DonaldTrump has described the success of Chinese #AI startup #DeepSeek as a “wake-up call” for America’s technology sector, urging US companies to sharpen their focus and maintain competitiveness Nandini Singh #ArtificialIntelligence https://mybs.in/2ek2vs1