The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their “bigger is better” competitive orientation.

A new Chinese AI model threatens to diminish the need for Nvidia’s most-expensive chips, but some say the concerns are overblown.

In case there’s any question, under no circumstances is Nvidia about to lose its market dominance due to a Chinese software app. In fact, the U.S. stock market’s deep dive on Monday because of DeepSeek gives you a chance to load up on Nvidia and power-grid stocks.

Almost A$1 trillion (US$600 billion) was wiped off the value of artificial intelligence microchip maker Nvidia overnight on Monday, when a little-known Chinese start up, DeepSeek, threatened to upend the US tech

Big Tech’s multi-billion dollar spending on artificial intelligence will be under investor scrutiny this week — even more so after China’s DeepSeek sent shockwaves through Wall Street and Silicon Valley with a cheap yet competitive AI model.