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

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

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

Chinese AI startup DeepSeek continues to be the talk of Wall Avenue and Silicon Valley, with JPMorgan analysts asserting U.S. companies equivalent to Nvidia (NVDA), Meta (META), and Google parent Alphabet stand to back from its demonstration of seemingly more cost effective AI model coaching and inferencing.

Meanwhile, Alphabet stock plunged this week after it neglected earnings 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 Crew CEO Masayoshi Son on the “Remodeling Industry through AI” event in Tokyo, Japan on February 3, 2025.
Photo: Tomohiro Ohsumi (Getty Photography)

OpenAI is reportedly making its greatest advertising and marketing push yet on one of advertising and marketing’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 throughout an event in Taipei, Taiwan on June 2, 2024.
Photo: Annabelle Chih/Bloomberg (Getty Photography)

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 Photography)

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

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

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 on the Google I/O developers convention on Might perchance 10, 2023 in Mountain Behold, California.
Photo: Justin Sullivan (Getty Photography)

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

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

Alphabet (GOOGL) neglected Wall Avenue’s expectations for the fourth quarter despite “sturdy momentum across the commerce.”

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

A girl walking past the Palantir Technologies label throughout the World Economic Discussion board (WEF) annual assembly in Davos, Switzerland on January 19, 2023.
Photo: FABRICE COFFRINI/AFP (Getty Photography)

Shares of tool platform company Palantir ( Pltr) soared discontinuance to 27% throughout Tuesday morning procuring and selling.

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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 Photography)

No longer prolonged after ChatGPT came out, a leaked electronic mail from Google talked about what many were thinking but few dared speak out loud: “We Have No Moat. And neither does OpenAI.” The Might perchance 2023 memo argued that companies would never pay for generative AI when there were originate-source choices accessible – and folks models were in overall larger anyway. That very same month, halfway across the field, an entrepreneur named Liang Wenfeng quietly based DeepSeek in China.

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