To contextualize DeepSeek’s disruption, let's consider the broader shift in AI being driven by the scarcity of training data.

During the quarter, Mar Vista initiated a minor investment in Nvidia following a significant pullback in the stock. Click ...

Microsoft's diversification from OpenAI speaks volumes about the future of AI investing . When I wrote about DeepSeek's remarkable AI breakthrough in January, ...

Microsoft isn't abandoning OpenAI, but is hedging its bets by embracing these alternatives. For investors watching this space, Microsoft's diversification strategy speaks volumes about where the ...

Another approach to estimating AI’s environmental footprint is to add up the energy use of the infrastructure used to build ...

Once upon a time, the tech clarion call was “cellphones for everyone” – and indeed mobile communications have revolutionized business (and the world). Today, the equivalent of that call is to give ...

Crusoe Energy got its start harnessing oilfield flare gas to mine bitcoin. So how did cofounders Chase Lochmiller and Cully ...

China is rapidly positioning itself as a dominant force in artificial intelligence by making substantial investments in the ...

In January 2025, a Chinese AI company called DeepSeek released one of its models that took the world by storm, because it was able to do what OpenAI could do at a fraction of the cost. But, what could ...