The fast-growing popularity of the Chinese artificial intelligence software hit shares in tech giants like Nvidia, as Silicon Valley worried about what comes next.

“DeepSeek, what will happen on Wall Street and in Silicon Valley today?”Greg Baker/Agence France-Presse — Getty Images

Good morning on this action-packed Monday. Mark this week on your “History of Artificial Intelligence Timeline”: The creation of DeepSeek, the Chinese A.I. sensation that we told you about last week, is shaking the technology industry to its core.

The super-efficient, open-source software is raising questions about the valuations of tech giants, including the chip maker Nvidia, with their stocks getting crushed today. Has the entire industry been wildly overspending? It’s also raising profound questions about how China may have undercut America’s most critical economic advantage on A.I. by making its technology free. We have more on all of this

Keep reading this article on Andrew Ross Sorkin – Author New York Times.

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