US-China tech competition, export controls, and the intersection of geopolitics and technology
German voters elected conservative Friedrich Merz to be their next chancellor, a political shift that may threaten Canadian cannabis companies that have increasingly been focused on exports as growth ...
When DeepSeek R1 was released, it shocked the AI world . A small group of Chinese developers had trained a model that matched the performance of OpenAI’s state-of-the-art models, and they say they did...
A whopping $593 billion worth of market capitalization was wiped from in a single day in January, as doubt turned to fear and fear turned to panic over the sudden emergence of Chinese AI chatbot Deep...
Tesla could see a potential holdup in obtaining approval for its “full self-driving” technology in China — a potential blow to the company in its second-biggest market. According to sources reported b...
President Trump wants to bring advanced semiconductor production from Taiwan back to America. Now there may be some progress in that desire, thanks to the only $1 trillion Taiwanese publicly traded co...
The equity derivatives strategists at JPMorgan have a plan to benefit from a new phase of the AI trade in which Chinese companies downstream from the picks-and-shovels semiconductor firms pull away fr...
During earnings call last week, CEO Sundar Pichai was mostly effusive about DeepSeek , the Chinese company whose AI model has upended much of what American AI firms thought was possible for the price....
shares sunk 3% in premarket trading on Wednesday after Bloomberg reported that China’s antitrust watchdog is considering looking into the iPhone maker’s App Store fees. Citing people familiar with the...
Stocks around the world are being buffeted by tariff announcements and delays out of the White House, and semiconductors are no exception. The imposition of a 10% tariff on US imports from China has s...
The “de minimus” exemption that allowed inbound packages to the US from China with a value below $800 to avoid taxes has been scrapped by the Trump administration. and , owner of Temu, are reeling. Th...
Bloomberg is reporting that the White House and the FBI are investigating DeepSeek to find out if they evaded export controls to acquire GPUs. Ever since the AI world was rocked by the release of Dee...
At the center of the story of DeepSeek’s breakthrough achievement with its R1 models lies the hardware that powered the servers that trained those models. In December 2024, DeepSeek researchers relea...
Hot on the heels of DeepSeek , the Chinese tech company whose relatively inexpensive AI model reportedly beat that of much better-funded competitors like OpenAI’s ChatGPT and upended America’s notion ...
US stocks cratered as a Chinese chatbot seemed to strike a blow to the megacap tech giants whose profitability underpins the bull market. The S&P 500 slumped 1.5%, the Nasdaq 100 dropped 3%, and the R...
Perhaps what’s most unsettling the markets about China’s powerful new AI model DeepSeek is its price tag — its very small price tag. The company said it spent just $5.6 million to train its latest mod...
Despite only being founded in 2023 and reportedly using inferior chips at a fraction of the cost of many of its competitors, Chinese AI lab DeepSeek released the R1 last week — a model that goes toe t...
The AI world was abuzz this week with the release of the DeepSeek R1 models, from Chinese AI lab DeepSeek . The free large language model is impressing the AI community for being one of the first free...
In a unanimous 9-0 decision , the US Supreme Court upheld the “Protecting Americans from Foreign Adversary Controlled Applications Act,” which would ban the distribution of TikTok. The law is slated t...
dropped sharply today, down more than 3% as a report noted that the company has been dethroned as the top smartphone seller in China. Year to date, the stock’s down about 8%. A report from Canalys sai...
Autonomous-weapons systems startup Anduril announced plans to build a $1 billion “hyperscale” factory in Columbus, Ohio. Named “Arsenal-1,” the sprawling 5 million-square-foot, airport-adjacent factor...