DEEPSEEK FOUNDER: US LEAD HINGES ON COMPUTE, NOT CUDA
In a leaked four-hour investor presentation, DeepSeek founder Liang Wenfeng argues that compute access—not software moats—defines the US-China AI gap, while claiming Nvidia's CUDA dominance is eroding.
Fred Gao / Inside China: In a leaked four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is com…
Ian King / Bloomberg: Nvidia plans to invest $1B in Naver to help finance an AI data center in South Korea, and partners…
Pei Li / Bloomberg: Sources: DeepSeek told investors it is suspending its second funding round after remarks attributed…
Wall Street Journal: Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10GW data center p…
Keach Hagey / Wall Street Journal: Nvidia says it made a “substantial” investment in Safe Superintelligence, which will…
Shirin Ghaffary / Bloomberg: Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previo…
Kalley Huang / New York Times: Apple overtakes Nvidia to become the world's most valuable publicly traded company, two y…
Financial Times: Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hun…
Financial Times: LSEG data: prices for credit default swaps, a closely watched gauge of risk, tied to Oracle, SpaceX, Al…
Mackenzie Hawkins / Bloomberg: Sources: Taiwan detained an Nvidia employee as part of a probe into the alleged smuggling…
The Information: Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4's development…
John Thornhill / Financial Times: Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia an…