One of the biggest stories from last week underscores just how critical AI has become—not just for Silicon Valley, but for America’s national security.

This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new Blackwell architecture will give test-time scaling -- a technique that allows a model to think over a problem -- on models like DeepSeek R1 "a giant boost," Nvidia says.

Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization. However, semiconductor industry insiders suggest that DeepSeek could accelerate the adoption of AI technologies,

DeepSeek, a Chinese artificial intelligence (AI) start-up, is sending shock waves through the U.S. tech sector by demonstrating its latest AI assistant, which achieves performance comparable to or even surpassing some of the world's best chatbots.

South Koreas industry ministry has temporarily restricted employee access to Chinese AI startup DeepSeek due to security concerns, joining a growing list of governments taking action against the company.

South Korea’s government has banned the use of the Chinese artificial intelligence model DeepSeek across key ministries, citing concerns over potential leaks of sensitive information. The move aims to safeguard confidential data during the use of generative AI services.

Nvidia stock rallied on Wednesday as its top customers, Big Tech giants like Alphabet, continue to invest more in the AI boom.

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.