The disruptive success of DeepSeek has highlighted the growing number of smaller Chinese AI firms reshaping the AI race.

ByteDance’s Seed department has recruited Wu Yonghui, a ‘Google Fellow’ who worked at the American tech giant for 17 years.

Soaring demand for reasoning models will consume electricity, microchips and data-center real estate for the foreseeable future.

With shares up less than 3% year to date as of the time of this writing, Nvidia's (NASDAQ: NVDA) rocket ship rally has ended.