ASML, a Dutch manufacturer of semiconductor equipment, anticipates that new low-cost versions, such as the one introduced by China’s DeepSeek, would increase rather than decrease demand for AI chips.
An analysis of the latest developments in the AI compute industry, including ASML's potential for growth and the impact of President Trump's
ASML shares jump 9% as strong chip orders ease AI spending fears. Traders eye semiconductor stocks as demand for high-end chips remains resilient.
DeepSeek challenges OpenAI with drastically cheaper models, prompting discussions on the viability of proprietary versus open-source AI efforts.
ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. Microsoft said to be probing if DeepSeek improperly used OpenAI data. SoftBank to invest in Skild AI.
Investors are apparantly questioning AI infrastructure investments on the heels of DeepSeek claiming to have spent $6 million to train its newest LLM.
A slew of stocks, including chip maker Nvidia, fell Monday after Chinese startup DeepSeek released an AI model that runs on less-advanced chips and at a lower cost than U.S. rivals.
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock through Wall Street.
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this
DeepSeek topped the Apple App Store chart and sparked fears the Chinese company was quickly catching up with OpenAI's ChatGPT while costing far less.
ASML sank 6%, while Broadcom ... "Last week DeepSeek launched a model that rivals OpenAI's ChatGPT and Meta's Llama 3.1 and was #1 on Apple's App Store over the weekend," Wedbush's Ives wrote.