The Wall Street Journal first reported that OpenAI and Microsoft are investigating whether DeepSeek made unauthorized use of OpenAI’s data output to train DeepSeek’s competing

Microsoft Corp. and OpenAI are investigating whether a group linked to Chinese AI startup DeepSeek obtained data from OpenAI’s technology

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

Nvidia is the gold standard and leading provider of the graphics processing units (GPUs) used to train and run AI systems. The company is believed to control as much as 98% of the data center GPU market, according to semiconductor analyst firm TechInsights. If AI models can be trained on lower-cost, inferior chips, Nvidia has a lot to lose.

Apple could be forced to detail more of its AI activity, after a proposal asks shareholders to expose whether Apple is truly working ethically in the field when training Apple Intelligence.

Such activity could violate OpenAI’s terms of service or could indicate the group acted to remove OpenAI’s restrictions on how much data they could obtain.

OpenAI’s ChatGPT is leading a major surge in spending on artificial intelligence apps and services on smartphones.

Microsoft Corp. and OpenAI are investigating whether data from OpenAI’s technology was obtained without authorization by a group linked to Chinese AI startup DeepSeek, sources said. Microsoft researchers observed individuals possibly tied to DeepSeek extracting large amounts of data via OpenAI’s API last fall,

While companies like DeepSeek may find success in certain market segments, they face an uphill battle against this massive capital advantage. In other words, claims that demand for Nvidia's premium chips will collapse simply don't align with market realities and the trajectory of AI development.

Stiffer competition for the tech giants at the forefront of the artificial intelligence boom prompted investors to reassess the companies’ sky-high valuations.

NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US stock history.

DeepSeek topped the Apple App Store chart and sparked fears the Chinese company was quickly catching up with OpenAI's ChatGPT while costing far less.