| Vlad Savov / Bloomberg: |
Sam Altman says DeepSeek's R1 is an “impressive model, particularly around what they're able to deliver for the price” and OpenAI “will pull up some releases” — OpenAI Chief Executive Officer Sam Altman welcomed the debut of DeepSeek's R1 model in a post on X late on Monday.| Kif Leswing / CNBC: |
Nvidia calls DeepSeek's work “an excellent AI advancement”, reiterating “inference requires significant numbers of Nvidia GPUs and high-performance networking” — Nvidia called DeepSeek's R1 model “an excellent AI advancement,” despite the Chinese startup's emergence causing … | Bloomberg: |
Donald Trump vows to put tariffs on foreign chips “in the very near future” and calls DeepSeek's AI progress “a positive” and “a wake-up call” for US industries — President Donald Trump said he would soon impose tariffs on foreign pharmaceuticals … | Samantha Subin / CNBC: |
Nvidia's stock fell 16.86% on January 27, closing at $118.58, losing nearly $600B in market cap, more than twice what any US company has lost in a single day — Nvidia lost close to $600 billion in market cap on Monday, the biggest drop for any company on a single day in U.S. history.| Kyle Wiggers / TechCrunch: |
DeepSeek debuts Janus-Pro, a family of multimodal, MIT-licensed open-source models, and says that Janus-Pro-7B beats OpenAI's DALL-E 3 in GenEval and DPG-Bench — DeepSeek, the viral AI company, has released a new set of multimodal AI models that it claims can outperform OpenAI's DALL-E 3.| Reece Rogers / Wired: |
| Hayden Field / CNBC: |
| Brian Heater / TechCrunch: |
Google open sources PebbleOS, paving the way for more smartwatch hardware; Pebble founder Eric Migicovsky aims to develop a new smartwatch — Four years after launching the (then) most lucrative crowdfunding campaign in Kickstarter's history, Pebble abruptly ended.| Wired: |
DeepSeek's privacy policy shows broad data collection practices and says user data, along with all the conversations and prompts, is stored on servers in China — Amid ongoing fears over TikTok, Chinese generative AI platform DeepSeek says it's sending heaps of US user data straight to its home country … | Kevin Roose / New York Times: |
| Jennifer Elias / CNBC: |
Google says it will change Gulf of Mexico to Gulf of America on Maps when “official government sources” are updated, after Trump signed an EO changing the name — Google said Monday it will change the name of the Gulf of Mexico to “Gulf of America” in Google Maps … | Financial Times: |
SemiAnalysis: DeepSeek has spent “well over $500M on GPUs over the history of the company”; TechInsights says it doesn't see DeepSeek as “a big hit to Nvidia” — Short sellers profit as US chipmaker loses nearly $600bn in market value on Monday| Casey Newton / Platformer: |
Even with DeepSeek's breakthroughs, US tech companies still benefit from their large investments to train more advanced models and meet the resulting demand — Programming note: Platformer will be off tomorrow as I welcome a new assistant to help you all with your various customer service and billing questions and get her up to speed.| Dan Primack / Axios: |
| Bloomberg: |
The UK CMA provisionally finds that competition in the cloud services market isn't working for consumers; AWS and Azure each control 40% of the UK market — Amazon Inc. and Microsoft Corp.'s UK cloud service offerings are facing closer scrutiny in the UK as the watchdog said it had concerns over their market dominance.| Kyle Wiggers / TechCrunch: |
Alibaba's Qwen team releases Qwen2.5-VL, a new series of AI models that can control PCs and phones, as well as perform a number of text and image analysis tasks — Chinese AI lab DeepSeek might be getting the bulk of the tech industry's attention this week. But one of its top domestic rivals, Alibaba, isn't sitting idly by.
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| Bloomberg: |
| Kif Leswing / CNBC: |
| Kyle Wiggers / TechCrunch: |