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07.07.26 - 15:57
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DeepSeek Developing In-House AI Chip In Bid To Cut Nvidia Reliance (ZeroHedge)
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DeepSeek Developing In-House AI Chip In Bid To Cut Nvidia Reliance
DeepSeek is developing its own artificial intelligence chip, a move that could reduce its reliance on both US-based Nvidia and China-based Huawei.
Leading model developers are increasingly seeking to control more of their compute stacks, particularly for inference, as AI models move from training labs into the mass market.
DeepSeek is the latest company to pursue this strategy by developing a new in-house inference chip, Reuters reports.
If successful, this effort would mark a major shift for the Chinese AI chatbot company and add new pressure on Nvidia's long-term dominance across the AI compute market. It would also add pressure on Huawei, which has benefited from US export controls that blocked Chinese firms from buying Nvidia's most advanced AI chips.
US companies such as Meta Platforms, Microsoft, OpenAI, and Anthropic are also increasingly turning to in-house chips to reduce AI infrastructure costs.
According to the re...
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07.07.26 - 14:00
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Here Are Tuesday′s Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and More (24/7 Wall St.)
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Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq getting hammered after a gangbuster start to the first full trading week of the third quarter. All of the major indices finished the day higher, with chip stocks once again leading the way. When the dust settled at the close, the Nasdaq finished the day ... Here Are Tuesday's Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and More...
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07.07.26 - 03:06
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Samsung SDI secures AI data center battery supply deal with Simplo (Digitimes)
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Samsung SDI has started supplying battery cells for AI data centers to Taiwan-based Simplo Technology, according to The Elec. The deal connects a South Korean cell maker with a module assembler that ships battery backup units and other products to major North American technology companies, including Amazon and Meta....
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07.07.26 - 02:54
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This ESG ETF Owns Google and Intel but Won’t Touch Meta, and It’s Up 22% in a Year (24/7 Wall St.)
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An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29% in the year ending July 2, 2026, riding an AI-heavy roster that includes Alphabet and Intel. What it does not own is Meta ... This ESG ETF Owns Google and Intel but Won't Touch Meta, and It's Up 22% in a Year...
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