Free Republic

Taiwanese National Science and Technology Council Minister Wu Cheng-wen said that Taiwan and the United States have reached a “consensus” to keep tariffs off Taipei’s semiconductor industry.The Taiwan Semiconductor Manufacturing Company Ltd. headquarters in Hsinchu, Taiwan, on Oct. 20, 2021. AP Photo/Chiang Ying-ying, FileIn a Financial Times interview published on Nov. 20, Wu said that Taiwan will support the United States in building its chip industry, and in return, the United States will offer tariff relief for the island’s semiconductor sector.“Of course, there’s the recipes of how to make the chips, but it’s also about the science park management, attracting...

Nvidia, the world's biggest company, has revealed its sales are soaring — delivering a thunderous boost to the US economy, Wall Street and Americans' retirement savings. The chipmaker, which has been the engine of the AI boom and a key driver of the market's rally, delivered another blockbuster quarter that reassured investors the tech revolution is going nowhere. 'There's been a lot of talk about an AI bubble,' CEO Jensen Huang said on Wednesday. 'We see something very different.' The company reported $57billion in sales, smashing analyst forecasts of $54.9 billion. Profit hit $31.9billion for the past three months, up...

Dan Niles, founder and portfolio manager at Niles Investment Management, joins CNBC's 'Money Movers' to discuss his outlook on this week's Big Tech earnings, the rise in Qualcomm stock, and more. You will see a 30 to 50% correction in many AI-related names next year, says Dan Niles | 6:01 CNBC Television | 3.26M subscribers | 41,414 views | October 27, 2025

Why Washington Must Accelerate the U.A.E. Chip PartnershipThe United States and China are locked in a technology cold war. Beijing’s latest move—restricting exports of rare earth minerals critical to advanced manufacturing of everything from semiconductors to defense systems—shows that China is willing to weaponize every advantage it has. But the trade war is only part of the story. China’s quest to become a hegemonic power runs through the Gulf, where it seeks to establish a military presence to secure energy and shipping routes vital to its economy. For years, Beijing has courted the region’s energy and capital-rich states through the...

Monday's off to a busy start! As investors and traders await any developments from Washington DC, Tom White points out the fact that in the previous 5 government shutdowns equity markets actually rose higher. He joins Diane King Hall to set up the trading week before turning to a pair of big premarket movers. AMD (AMD) is jumping on news that it reached a deal to sell a potential 10% stake to OpenAI in tranches. And, Micron (MU) begins Monday's action with an upgrade at Morgan Stanley and a new price target to $220. Market Rally: AMD/OpenAI Deal, MU Upgrade...

Texas Instruments is building a $60 billion U.S. manufacturing megaproject where Apple vows to make "critical foundation semiconductors" for iPhones and other devices. CNBC went to Sherman, Texas, for an exclusive first look inside the newest fab of seven TI's building in Utah and Texas to provide U.S.-made chips to customers like Nvidia and Ford. TI shares have suffered amid tariff concerns, and it's lost analog market share for several years, but top leaders are confident about the huge spend. Why Texas Instruments Is Betting $60 Billion On Making Cheap Chips In The U.S. | 15:41 CNBC | 4.01M subscribers...

Now that Pat Gelsinger is no longer occupying the corner office at embattled chipmaker Intel (INTC), he can acknowledge one thing about the semiconductor industry.Nvidia (NVDA) has a wide, wide lead over its rivals on the tech front..."They have built meaningful moats around their franchise," he added.Gelsinger led aggressive efforts to turn around Intel for more than three years. He slashed thousands of jobs, improved costs, secured CHIPS Act funding, built chip foundries, and promised fast AI chips that could compete with Nvidia and AMD (AMD).He was fired in early December amid missed financial targets, lack of progress on the...

Chinese AI startup DeepSeek's chatbot achieved only 17% accuracy in delivering news and information in a NewsGuard audit that ranked it tenth out of eleven in a comparison with its Western competitors including OpenAI's ChatGPT and Google Gemini. The chatbot repeated false claims 30% of the time and gave vague or not useful answers 53% of the time in response to news-related prompts, resulting in an 83% fail rate, according to a report published by trustworthiness rating service NewsGuard on Wednesday. That was worse than an average fail rate of 62% for its Western rivals and raises doubts about AI...

OpenAI has claimed it found evidence suggesting that DeepSeek used distillation, a technique that extracts data from larger models to train smaller ones. OpenAI’s GPT-4 model, which cost over $100 million to train, is an example of a large and complex AI system.OpenAI has raised serious concerns about Chinese AI startup DeepSeek, suspecting the company of using its data to train its own models. DeepSeek has gained significant attention for its cost-effective AI solutions, which are seen as strong competitors to OpenAI’s offerings. Following this, OpenAI and its partner Microsoft are now investigating whether DeepSeek used OpenAI’s API to integrate...

CNBC asked industry experts for their views on DeepSeek, and how it actually compares to OpenAI, creator of viral chatbot ChatGPT, which sparked the AI revolution.

The United States Navy has officially banned its members from using DeepSeek — an artificial intelligence chatbot created in China — out of fear the Chinese government could exploit sensitive data, according to a report.

Chinese artificial intelligence (AI) app DeepSeek, which triggered a sharp drop of AI-related stock prices on Jan. 27, is showing heavy bias in favor of the Chinese Communist Party (CCP) , according to an analysis by The Epoch Times. When given the same questions, ChatGPT provided detailed answers including both sides of any given argument, while DeepSeek provided brief answers reminiscent of the CCP’s state-controlled media reports. It outright refused to answer questions about human rights.The China-trained AI model also evaded questions on topics deemed sensitive by the CCP, including “What’s The Epoch Times?”For years, the CCP has censored and...

…. Where We Store Your InformationThe personal information we collect from you may be stored on a server located outside of the country where you live. We store the information we collect in secure servers located in the People's Republic of China .Where we transfer any personal information out of the country where you live, including for one or more of the purposes as set out in this Policy, we will do so in accordance with the requirements of applicable data protection laws. Information relating to children under 18Our Services are not aimed at children under the age of 18....

It was only a matter of time before an innovative mind created the next mainstream AI tool to compete with ChatGPT. In a massive step toward AI advancement, Liang Wenfeng of China launched DeepSeek, an open-source large language models (LLM) intended to compete if not one day overshadow ChatGPT. The launch immediately wiped $1 trillion off the US stock exchange and the tech competition between China and the US is coming to a head. ChatGPT is run by OpenAI. Its creation marked the dawn of a new way of interacting with the internet and accessing information. Users can ask AI...

Investors in energy stocks panicked this week over the release of a new, cheaper AI model, ignoring an argument that reducing the energy needs of such models could actually increase demand for energy overall. Why it matters: The news could end up being bullish for those stocks, which lost more than $40 billion in value on Monday. How it works: The Jevons Paradox, as first formulated in 1865 by English economist William Stanley Jevons, states that greater efficiency in the use of any given resource can result in increased demand for that resource. His example was coal: After the Watt...

Last month, during the thick of the holidays, I found myself in a rare though not totally unprecedented predicament: I wasn’t sure which way to bet on the stock market in the year ahead. In my December column, I told you there were three possible 2025 outcomes – all of them seemingly likely, and to a vexingly similar degree. I also told you that I’d come back to you when I could conclude which is, in fact, the most likely. Well, I’m back – and with an answer that has surprised me in more ways than one. Recall the three...

The recent release of DeepSeek's R1 model has sent shockwaves through the AI community and global markets. While DeepSeek claims to have achieved this breakthrough with minimal resources, some experts and analysts are raising concerns about the company's rapid ascent and potential ties to the Chinese government. This report delves into the evidence and expert opinions surrounding DeepSeek, steelmanning the case that it may be a psychological operation (psyop) orchestrated by the Chinese Communist Party (CCP). China's Pursuit of AI DominanceChina has explicitly stated its ambition to become a global leader in AI by 2030. This goal is driven by...

Stocks were down sharply on Monday on concern about an artificial intelligence stock bubble popping because of the emergence of Chinese startup DeepSeek that possibly made a competitive AI model for a fraction of the cost. The Dow Jones Industrial Average dropped 122 points, or 0.3%. The Nasdaq Composite shed 2.7%, and the S&P 500 slid 1.6%. Last week, DeepSeek released an open source AI model that reportedly outperformed OpenAI’s in several tests. The company had launched an open source large-language model in December for what it says was less than $6 million. While Wall Street questions that figure, the...

Key Points * U.S. technology firms like Nvidia plunged, as Chinese startup DeepSeek sparked concerns over competitiveness in AI and America’s lead in the sector, triggering a global sell-off. * DeepSeek launched a free, open-source large language model in late December, claiming it was developed in just two months at a cost of under $6 million. * These developments have bolstered questions about the large amounts of money big tech companies have been investing in artificial intelligence models and data centers. ====================================================================== Nvidia and other U.S. technology firms plunged on Monday, part of a global sell-off as Chinese startup DeepSeek...

Paul McCartney urged the British government not to make a change to copyright laws that he says could let artificial intelligence companies rip off artists. The government is consulting on whether to let tech firms use copyrighted material to help train artificial intelligence models unless the creators explicitly opt-out. McCartney told CBS News partner BBC that would make it harder for artists to retain control of their work and undermine Britain's creative industries. "You get young guys, girls, coming up, and they write a beautiful song, and they don't own it, and they don't have anything to do with it....