Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks

Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.

DeepMind chief urges Washington to back global AI watchdog as frontier models raise security fears

Google DeepMind Chief Executive Officer Demis Hassabis unveiled a proposal for a new international watchdog that would do “rigorous” tests and reviews of cutting-edge AI models before release. The plan,

Apple in talks with startup that shrinks AI models to run on an iPhone

CNBC's MacKenzie Sigalos reports on news regarding Apple.

What to Know About the Chinese AI Models Rattling U.S. Stocks

The rise of products such as Moonshot’s Kimi K3 raises concern about the tech boom’s staying power.

The hottest AI models in Silicon Valley face a powerful source of competition

Burdened by rising costs from labs like OpenAI and Anthropic, U.S. companies have begun to shift to Chinese models in a landmark adoption of the country's software.

The White House is dictating access to frontier AI models, shifting power from tech giants, sources say

The Trump administration is taking steps to control who gets access to the latest frontier models, people familiar with the matter told CNBC.

OpenAI Has New AI Models. Here’s Why You Can’t Use Them

The White House asked OpenAI to delay the rollout of its GPT-5.6 AI models, two weeks after Anthropic had to take its most advanced AI models offline.
The Information

Google Plans New ‘Frozen’ Chip to Run Its AI Models Much More Efficiently

Google is working on a new server chip that would directly integrate the blueprint of its Gemini AI model, enabling the company to serve its AI models to users much more efficiently, according to two people with direct knowledge of the matter.