Barrett Woodside, co-founder of the San Francisco AI hardware company Positron, said he and his colleagues have been abuzz about DeepSeek.

Apple emerges as a “relative winner” as DeepSeek shifted investor narratives on AI, wrote Morgan Stanley analysts led by Brian Nowak in a Tuesday note to clients, explaining Apple’s “AI ambitions are far more contained” than the other “magnificent seven” American tech leaders.

Shares of Nvidia ( NVDA 8.93%) spiked Tuesday. The company's stock gained 8.9% as of market close. The move up comes as the S&P 500 and Nasdaq Composite gained 0.9% and 2%, respectively. Nvidia's stock felt some relief after a major sell-off on Monday that was spurred by a new AI entrant, DeepSeek.

Silicon Valley’s initial advantage in LLMs evaporated quickly despite export controls, writes AI expert Gary Marcus.

DeepSeek is making waves with its cost-effective and powerful AI models, with OpenAI CEO Sam Altman praising the Chinese AI startup's AI advancements.

The recent surge of the potentially disruptive R1 AI model by Chinese startup DeepSeek is forcing tech leaders from OpenAI, Microsoft, and Nvidia to speak up to reassure investors.

NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US stock history.

V3 is shaking up the industry with its breakthroughs and causing markets to lose faith in established leaders like OpenAI and Nvidia.

Ex-CEO of Intel, Pat Gelsinger, has come out praising China's new DeepSeek R1 model: also announces he's buying the dip with cheap NVIDIA shares.

DeepSeek has shook the tech world with its cost-effective open-source models. The AI startup has received praises from all corners of the world including from its competitor OpenAI.

President Donald Trump has threatened to introduce tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.