Apple, Meta, Nvidia and OpenAI: Who Wins and Loses the DeepSeek Scramble?

This morning, questions are swirling about the implications of Chinese start-up DeepSeek’s A.I. tools driving yesterday’s stock market plunge, challenging the closed-source models of OpenAI and Google. The consensus suggests DeepSeek’s rise has disrupted the A.I. race, potentially benefiting companies like Apple and Meta while raising concerns for Nvidia. With the emergence of lower-cost A.I. models, the industry landscape may shift, impacting software, hardware, and energy sectors. Additionally, Mark Zuckerberg’s evolving political stance and Microsoft’s potential involvement in buying TikTok are notable developments in the tech world.

Full Article