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Nvidia’s DeepSeek opportunity, Gemini 2.0 for all,and OpenAI’s TV debut: AI news roundup

DeepSeek
Image for article titled Nvidia's DeepSeek opportunity, Gemini 2.0 for all,and OpenAI's TV debut: AI news roundup

Graphic: Images: Tomohiro Ohsumi, Annabelle Chih/Bloomberg, STR/AFP, Michael M. Santiago

Chinese AI startup DeepSeek continues to be the talk of Wall Street and Silicon Valley, with JPMorgan analysts saying U.S. firms such as Nvidia (NVDA), Meta (META), and Google parent Alphabet stand to benefit from its demonstration of potentially cheaper AI model training and inferencing.

Meanwhile, Alphabet stock plunged this week after it missed revenue expectations for the fourth quarter.

Read about this and more in this week’s AI roundup.

Sam Altman speaking with his hands up in the bottom right corner of the photo, he's sitting in front of a bluish background that says OpenAI

OpenAI CEO Sam Altman at a session with SoftBank Group CEO Masayoshi Son at the “Transforming Business through AI” event in Tokyo, Japan on February 3, 2025.
Photo: Tomohiro Ohsumi (Getty Images)

OpenAI is reportedly making its largest marketing push yet on one of advertising’s most coveted nights.

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Jensen Huang holding an AI chip platform while speaking, an nvidia logo on a chip is darkly lit on display behind him

Nvidia CEO Jensen Huang during an event in Taipei, Taiwan on June 2, 2024.
Photo: Annabelle Chih/Bloomberg (Getty Images)

Image for article titled Nvidia's DeepSeek opportunity, Gemini 2.0 for all,and OpenAI's TV debut: AI news roundup

Photo: STR/AFP (Getty Images)

Sundar Pichai smiling while talking with his hands up sitting in a white chair in front of a blue backdrop

Alphabet CEO Sundar Pichai at the New York Times DealBook Summit at Jazz at Lincoln Center on December 4, 2024 in New York City.
Photo: Michael M. Santiago (Getty Images)

sundar pichai wearing a grey sweater jacket over a white shirt speaking with his hands up in front of a wood wall

Alphabet CEO Sundar Pichai at the Google I/O developers conference on May 10, 2023 in Mountain View, California.
Photo: Justin Sullivan (Getty Images)

Sundar Pichai smiling while talking with his hands up sitting in a white chair in front of a blue backdrop

Alphabet CEO Sundar Pichai at the New York Times DealBook Summit at Jazz at Lincoln Center on December 4, 2024 in New York City.
Photo: Michael M. Santiago (Getty Images)

Alphabet (GOOGL) missed Wall Street’s expectations for the fourth quarter despite “robust momentum across the business.”

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shadow of a woman walking past the Palantir logo on a building

A woman walking past the Palantir Technologies logo during the World Economic Forum (WEF) annual meeting in Davos, Switzerland on January 19, 2023.
Photo: FABRICE COFFRINI/AFP (Getty Images)

Shares of software platform company Palantir (PLTR) soared close to 27% during Tuesday morning trading.

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Image for article titled Nvidia's DeepSeek opportunity, Gemini 2.0 for all,and OpenAI's TV debut: AI news roundup

Illustration: Anthony Kwan (Getty Images)

Not long after ChatGPT came out, a leaked email from Google said what many were thinking but few dared say out loud: “We Have No Moat. And neither does OpenAI.” The May 2023 memo argued that companies would never pay for generative AI when there were open-source options out there – and those models were often better anyway. That same month, halfway across the world, an entrepreneur named Liang Wenfeng quietly founded DeepSeek in China.

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Britney Nguyen

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