Tech

Nvidia drops as China’s DeepSeek threatens AI dominance

Nvidia drops 17% amid global tech sell-off sparked by China’s DeepSeek, raising U.S. AI competitiveness concerns.

Published

12 months ago

January 28, 2025

ticker NEWS

Nvidia drops 17% amid global tech sell-off sparked by China’s DeepSeek, raising U.S. AI competitiveness concerns.

Nvidia shares dropped by 17% on Monday, contributing to a broader sell-off in the U.S. tech sector, triggered by concerns regarding China’s AI startup DeepSeek.

The company has generated apprehension over America’s leading position in artificial intelligence through its launch of a free, open-source large language model. DeepSeek claims to have developed this model within two months for under $6 million, significantly less than typical costs in the West.

Nvidia’s decline marked its worst day since March 2020, with shares hitting levels unseen since October. Other tech stocks also suffered, with Micron and Arm Holdings both experiencing notable losses.

The global impact was evident with European and Asian chipmakers, including ASML and Advantest, seeing substantial downturns.

Marc Andreesen praised DeepSeek’s model on social media, calling it an impressive breakthrough. However, analysts emphasize that despite DeepSeek’s success, U.S. companies still possess advantages through access to superior GPUs, essential for training large AI models.

Concerns regarding computing costs have arisen, but analysts argue that top-tier AI companies will continue to rely on advanced chips, as highlighted by the recent announcement of a $500 billion AI infrastructure project.

While skepticism remains about DeepSeek’s cost efficiencies, the significance of its models in the competitive landscape of AI cannot be understated.

Tech

Apple’s AI wearable push: Cameras, speakers and a 2027 vision

Apple is developing an AI-powered wearable device, aiming for a launch of 20 million units in the growing AI market.

Published

14 hours ago

January 22, 2026

Harvey Vargas

Apple is developing an AI-powered wearable device, aiming for a launch of 20 million units in the growing AI market.

Apple is reportedly developing an AI-powered wearable device equipped with cameras and speakers, signalling its next major move into artificial intelligence-driven hardware.

While still in early development, the company is said to be planning a launch scale of up to 20 million units.

This move places Apple squarely into the fast-growing AI wearable market, where tech giants are racing to define what hands-free, AI-first devices will look like. Rather than rushing to market, Apple appears to be taking a measured approach by embedding AI capabilities into its existing ecosystem.

Reports suggest Apple is also experimenting with camera-equipped AirPods and smart glasses, with a potential launch timeline around 2027. If successful, these devices could reshape how users interact with AI in everyday life.

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#Apple #AIWearables #AppleAI #TechNews #SmartGlasses #AirPods #FutureTech #Ticker

Tech

AI spending in 2026: Why investment is compounding, not just cyclical

As 2026 begins, AI investment debates rise; real revenue growth signals pivotal changes for tech adoption and future trends.

Published

2 days ago

January 21, 2026

Harvey Vargas

As 2026 begins, AI investment debates rise; real revenue growth signals pivotal changes for tech adoption and future trends.

As we kick off 2026, the debate around AI spending is heating up. Skeptics warn of cyclical hype, but new evidence suggests that AI investment is delivering real revenue and gaining traction across enterprises. Brad Gastwirth from Circular Technologies breaks down why this year could be pivotal for AI adoption.

We dive into how AI spending today compares to previous tech booms, the impact of circular funding models, and why enterprise and sovereign demand are driving durable growth. Brad explains the compounding effect of AI investment and what it means for future technological development.

Finally, we explore the race toward AGI and ASI and the broader implications for the tech landscape. From skeptics to believers, understanding these trends is key for investors, businesses, and tech enthusiasts alike.

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#AIInvestment #TechTrends2026 #ArtificialIntelligence #EnterpriseAI #FutureTech #AGI #TechBoom #CircularFunding

Tech

TSMC posts record profits on AI chip boom

TSMC posts record Q4 profit, driven by strong chip demand, exceeding predictions and signaling market dominance.

Published

7 days ago

January 16, 2026

Harvey Vargas

TSMC posts record Q4 profit, driven by strong chip demand, exceeding predictions and signaling market dominance.

Taiwan Semiconductor Manufacturing Company (TSMC) has posted a record net profit for the fourth quarter, driven by strong demand for advanced chips.

Net profit surged 35% year-on-year, exceeding analyst expectations and signalling a dominant position in the semiconductor market.

Quarterly revenue also rose 20.5% compared to last year, supported by robust sales in AI and high-performance computing segments. The company’s success reflects the growing global appetite for cutting-edge semiconductor technology.

Looking ahead, TSMC plans to ramp up capital expenditure, projecting investments of up to $56 billion in 2026. The positive results have sparked an upbeat reaction across global markets, highlighting TSMC’s influence in the tech sector.

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#TSMC #Semiconductors #AIChips #TechNews #HighPerformanceComputing #StockMarket #QuarterlyEarnings #TechInvesting