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In the article “Another Sputnik Moment,” Louis-Vincent Gave discusses China’s recent release of DeepSeek, an open-source AI large language model (LLM) developed at a fraction of the cost of its U.S. counterparts. This development challenges the prevailing belief that significant capital investment is essential for technological advancement in AI. Gave draws a parallel to the original “Sputnik moment,” suggesting that DeepSeek could signal a shift in technological leadership and prompt a reevaluation of current investment strategies in the tech sector. ...

Nvidia dominates the AI hardware market, but The Short Case for Nvidia Stock by Jeffrey Emanuel questions whether that lead is sustainable. While Nvidia benefits from industry-standard GPUs, proprietary software (CUDA), and advanced interconnect technology, several emerging threats could disrupt its dominance. Competitors like Cerebras and Groq are developing alternative hardware, open-source AI frameworks are reducing reliance on CUDA, and tech giants are designing their own custom chips. Meanwhile, AI efficiency improvements could lessen the demand for Nvidia’s high-end GPUs. ...

Chinese AI startup DeepSeek is sending tech stocks plunging as the market digests what its cheaper and more efficient model means for the AI trade. DeepSeek claims it spent only $5.6 million to train its V3 model, compared to the billions spent a year in capital expenditures by the likes of Microsoft and Alphabet.

From January 7 to 31, 2025, a series of 14 destructive wildfires affected the Los Angeles metropolitan area and San Diego County in California, United States. The fires were exacerbated by drought conditions, low humidity, a buildup of vegetation from the previous winter, and hurricane-force Santa Ana winds, which in some places reached 100 miles per hour Most of the damage was from the two largest fires: the Eaton Fire in Altadena and the Palisades Fire in Pacific Palisades, both of which were fully contained on January 31, 2025