In short The recent release of DeepSeek’s R1 model has shaken tech stocks, with shares of some market participants (e.g., NVIDIA) down ~20% since January 27, 2025. R1 is largely open, on par with leading proprietary models, appears to have been trained at significantly lower cost, and is cheaper to use in terms of API access, all of which point to an innovation that may change competitive dynamics in the field of Generative AI. IoT Analytics sees end users and AI applications providers as t...| IoT Analytics
Microsoft's partnership with OpenAI could mean billions of dollars a year in new revenue, but the investment structure is complicated.| CNBC