The tech industry's reaction to AI model DeepSeek R1 has been wild. Pat Gelsinger, for instance, is elated and thinks it will make AI better for everyone.

The retired chip CEO claimed "the markets are getting it wrong" on Monday after investors triggered a sell-off in response to China's DeepSeek.

He told CNBC: "My understanding is that Deepseek has about 50,000 H100s, which they can't talk about obviously because it is against the export controls that the U.S. has put in p

Shares of chipmaker Nvidia plunged Monday, for its worst day since the global market selloff in March 2020 that the coronavirus pandemic triggered.

Its engineers built a breakthrough AI model despite US attempts to curtail China’s tech development. Read more at straitstimes.com.

The first takeaway, then, is that Valve and Intel are collaborating to tackle this, which is encouraging. With the strong integrated graphics performance of Intel’s Lunar Lake, this paves the way for supporting SteamOS on MSI’s Claw 8 AI+ and future handhelds adopting Intel processors.

Analyst critiques Intel's overvaluation and strategic challenges, highlighting the impact on share price and potential risks for investors.

AMD and Intel have both been AI afterthoughts compared to market leader Nvidia. Nonetheless, AMD's data center business has been growing strongly. Meanwhile, Intel offers a lot of hidden but valuable physical assets.

NVIDIA, Taiwan Semiconductor Manufacturing, Advanced Micro Devices, Intel, Broadcom and SOXX are part of the top Zacks Analyst Blog.

Intel just released one of the you can buy — the Arc B570. As you can read in my , it delivers solid gaming performance at 1080p, and at a price we haven’t seen in years. But it faces some stiff competition from Nvidia in the form of the .

The news is the latest sign of skyrocketing valuations for privately held AI start-ups, which show growing investor enthusiasm for AI and confidence that companies like Anthropic will justify that valuation over the long term, eventually generating billions in profits.

With Monday’s losses, Apple has retaken the title of world’s most valuable company and Nvidia’s value sank to around $2.8 trillion.