“It’s DeepSeek for sure,” said one Tokyo-based fund manager of the sudden drop in Japanese tech shares, adding that the market was readjusting to the idea that hardware spending on AI — a theme that ...
Chinese startup DeepSeek’s eponymous AI assistant rocketed to the top of Apple Inc.’s iPhone download charts, stirring doubts in Silicon Valley about the strength of America’s lead in AI.
Artificial intelligence (AI) stood out as a major investing theme in 2024, but this isn't just a short-term trend. AI takes time to develop and apply to the real world, and we're still in the early ...