Techmeme
January 28, 2025, 12:00 AM

Top News

Samantha Subin / CNBC:
Nvidia's stock drops 16.86%, closing at $118.58, losing nearly $600B in market cap, more than twice as much as any US company has ever 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.
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 …
Financial Times:
Tech stocks fall sharply over DeepSeek concerns, with MRVL down 19.1%, ORCL down 13.8%, AVGO down 17.4%, TSM down 13.3%, AMD down 6.4%, and ASML down 5.8%  —  Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’  —  Technology stocks tumbled on Monday …
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.
Ben Thompson / Stratechery:
Matt Marshall / VentureBeat:
Dan Primack / Axios:
Bloomberg:
Kyle Wiggers / TechCrunch:
DeepSeek debuts a family of multimodal, MIT-licensed open-source models including Janus-Pro-7B, which it claims 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.
Hayden Field / CNBC:
DeepSeek says it's temporarily limiting new user registrations “due to large-scale malicious attacks” on its services  —  DeepSeek on Monday said it would temporarily limit user registrations “due to large-scale malicious attacks” on its services, though existing users will be able to log in as usual.
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 …
Bloomberg:
More: Bloomberg, Reuters, The Verge, Australian Financial Review, Agence France-Presse, 9to5Mac, MacRumors, Associated Press, Business Insider, Washington Post, TechRadar, OSnews, TechNewsWorld, TechCrunch, Wall Street Journal, Yahoo Finance, Daring Fireball, NPR, NBC News, Daily Mail, ABC News, New York Times, PBS NewsHour, CNBC, New York Post, Observer, Forbes, Redmond Pie, The San Francisco Standard, Quartz, HotHardware, The Mirror US, The Information, iPhone in Canada Blog, Disruption Banking, PYMNTS.com, TNW, Tim Kellogg, and Spyglass
Bloomberg:
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.
Jennifer Elias / CNBC:
Google says it will change Gulf of Mexico to Gulf of America on Maps after “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 …
Kyle Wiggers / TechCrunch:
Meta says Meta AI will now use account info from across Meta's apps to give personalized suggestions; users can also ask Meta AI to “remember” specific things  —  Meta says that it is rolling out improvements to Meta AI, its cross-platform chatbot, including the ability have the bot “remember” details from conversations.
Kif Leswing / CNBC:
Apple releases iOS 18.3, iPadOS 18.3, and macOS 15.3, enabling Apple Intelligence by default on supported devices but disabling AI summaries for news apps  —  Apple on Monday released a software update for iPhones, iPads and Macs that turns Apple Intelligence on by default for users with supported devices.

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Kyle Wiggers / TechCrunch:
Bloomberg:

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