Has DeepSeek Popped The “Mini Nuke” Bubble For AI Power?
DeepSeek's emergence is a reminder that energy efficiency remains a better bet than one on the largest energy production ramp ...
DeepSeek Is Upending Wall Street’s Big AI Power Trade
The selloff​ extended to shares of natural-gas producers, pipeline operators, mining companies​, and electricity generators.
DeepSeek’s AI Model Just Upended the White-Hot US Power Market
The Chinese company is rapidly changing assumptions about individual models’ power needs, but the AI sector’s emissions are ...
DeepSeek Shows We Need To Pump The Brakes On Building Gas To Power AI
Energy demands are rising due to AI and consumer demand, but we don’t need to fill the gap with more natural gas.
The DeepSeek Wake-Up Call
Earlier this week, almost overnight, the American tech industry entered a full-on panic. The latest version of DeepSeek, an ...
DeepSeek's More Efficient AI Model Throws Doubt on Tech's Energy Outlook
Did DeepSeek just deep-six estimates about AI's energy needs? The Chinese upstart claims a far more efficient AI model, ...
DeepSeek just blew up the AI industry’s narrative that it needs more money and power
And finally, in the year 2025, here comes DeepSeek to blow up the industry’s whole narrative about AI’s bottomless appetite ...
The Economist8h
How DeepSeek will upend the AI pecking order
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
Meta downplays DeepSeek, but may be copying the Chinese AI behind closed doors
Meta CEO Mark Zuckerberg said the company will invest billions in AI despite the DeepSeek surprise; wants Llama 4 to lead the ...
3 ETFs To Navigate Utility Stock Volatility As DeepSeek Challenges Power Demand Forecasts
AI's impact on electricity demand is uncertain with the emergence of DeepSeek, causing confusion among investors and leading to a sell-off in power stocks. Less sensitive ETFs include XLU, RSPU, and ...
Resource-poor Japan was girding for an AI energy surge. DeepSeek raised the stakes.
Weeks after Japan revealed details of a landmark energy plan partly designed to keep up with an expected AI surge, the shock ...