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#DeepSeek
DeepSeek AI chip push hits Nvidia, sharpens China race
DeepSeek AI chip plans pushed Nvidia shares lower and signalled that China's top model builders are moving faster toward domestic silicon.
China AI and chip IPOs revive onshore market on Beijing's terms
China AI and chip IPOs are reviving the mainland market as Beijing steers capital to strategic listings and redraws Hong Kong's role.
China trade curbs hit 56 U.S. firms after Pentagon blacklist
China trade curbs on 56 U.S. firms widen retaliation over the Pentagon blacklist, raising pressure on procurement and supply chains.
DeepSeek turns an AI price war into an IPO margin test
DeepSeek price cut turns a temporary AI skirmish into a lasting margin test for OpenAI and Anthropic as investors size up 2026 IPOs.
Nvidia concedes China AI chip market to $12B rival Huawei
Nvidia's Jensen Huang says the company has 'largely conceded' China's AI chip market to Huawei, marking a permanent reset of the AI silicon landscape.
Cheap AI models threaten OpenAI, Anthropic trillion-dollar IPOs
Chinese AI labs charge $1.74 per million tokens versus $25 to $30 for Western models. Enterprise CFOs are routing 69% of workloads to cheap alternatives — just as OpenAI files for a $1 trillion IPO.
