China’s DeepSeek is just one player in a country that has rapidly developed a vast ecosystem of AI companies.
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An analyst note flagging a possible slowdown by Microsoft in leasing data centre capacity has grabbed the market’s attention.
South African AI expert Dean Furman unpack the broad implications of the rise of China’s DeepSeek AI models.
Wall Street is buying what CEO Mark Zuckerberg is selling. There are reasons for this optimism – and reasons to question it.
Amazon.com, Google, Meta Platforms and Microsoft are embarking on an unprecedented year of spending.
The chief executives of Microsoft and Meta defended massive spending that they said was key to staying competitive.
China’s DeepSeek is pressure-testing Zuckerberg’s strategy of embracing the open-source approach to AI development.
Microsoft and OpenAI are probing whether data output from OpenAI’s technology was obtained in an unauthorised manner.
Liang Wenfeng’s DeepSeek is threatening the once unassailable US lead in frontier AI technologies. But who is he?
US President Donald Trump said Chinese start-up DeepSeek’s technology should act as spur for American companies.