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AMD, DeepSeek

DeepSeek Launch, Intel’s Price Cuts The unveiling of China’s new resource-light AI model, DeepSeek, roiled the U.S. big semiconductor stocks earlier this week.

Hosted on MSN · 3d

AMD Stock Downgraded. DeepSeek AI Is Only One Worry.

Melius downgraded shares of chip maker Advanced Micro Devices to Hold from Buy, and cut the target price to $129 from $160.

Seeking Alpha · 1d

AMD: Why I Doubled My Position After DeepSeek Sell-Off

Advanced Micro Devices shares fell to a 1-year low this week due to DeepSeek's AI chat assistant news. See why I continue to rate AMD stock a strong buy.

Nvidia, DeepSeek

Hosted on MSN · 5h

A look at the unbelievable Nvidia GPU that powers DeepSeek's AI global ambition

Nvidia's H800 was launched in March 2023 and is a cut-down version of the H100 It is also significantly slower than Nvidia's H200 and AMD's Instinct range These artificial constraints have forced DeepSeek's engineering to innovate It was widely assumed that the United States would remain unchallenged as the global AI superpower,

The Verge on MSN · 6h

Nvidia says its new GPUs are the fastest for DeepSeek AI, which kind of misses the point

Nvidia is touting the performance of DeepSeek’s open source AI models on its just-launched RTX 50-series GPUs, claiming that they can “run the DeepSeek family of distilled models faster than anything on the PC market.

Forbes · 1d

DeepSeek Means The End Of Big Data, Not The End Of Nvidia

The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their “bigger is better” competitive orientation.

TweakTown1d

AMD shows you how to run DeepSeek on your Ryzen AI CPU and Radeon GPU

AMD provides instructions on how to run DeepSeek's R1 AI model on Ryzen AI processors and Radeon GPUs, running locally on ...

AMD released instructions for running DeepSeek on Ryzen AI CPUs and Radeon GPUs

AMD has provided instructions on how to run DeepSeek R1 on its latest consumer-based Ryzen AI and RX 7000 series CPUs and ...

AMD Details How To Run Disruptive DeepSeek AI On Your Ryzen Or Radeon PC

In a post on its community blog, AMD goes over how to set up and run DeepSeek's R1-Distilled on your local PC.

Fitch: DeepSeek AI Could Disrupt Nvidia's Dominance, Favor AMD and Intel

Fitch warns DeepSeek's AI model could reshape AI spending, creating risks for Nvidia but opportunities for AMD and Intel ...

Money Morning12h

AMD Stock Faces a Hidden Risk: Why Investors Shouldn't Underestimate the DeepSeek Disruption

Given the natural desire to pick up market discounts, it’s easy to fall into the trap of simply buying AMD stock at the sight ...

‘Ban NVDA and AMD from China’ after DeepSeek says Senator Hawley as Trump Tightens Curbs

In the wake of the DeepSeek rout of U.S. technology stocks, Republican Senator Josh Hawley wants to stop chipmakers like ...

10d

AMD: DeepSeek Is A Big Deal

Breakthroughs from DeepSeek V3 model significantly reduce AI training costs for AMD. Click here to read why I believe AMD ...

19hon MSN

Advanced Micro Devices, Inc. (AMD): Navigating Challenges in the AI and Semiconductor Landscape

We recently published a list of 10 AI News Investors Probably Missed. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other AI news ...

Some strategists argue the DeepSeek shock will actually extend the AI bull market

Investors freaked out as China-based DeepSeek's AI chatbot became a threat to Nvidia, but some strategists say this will be a ...

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