Ex-CEO of Intel, Pat Gelsinger, has come out praising China's new DeepSeek R1 model: also announces he's buying the dip with cheap NVIDIA shares.

The GPU giant laid out a very smart approach to agentic AI earlier this month at CES, but it could do more to clarify its business model and its software strategy.

The superstar run for Nvidia’s stock the last few years has been astonishing. So was its tumble Monday, which caused $595 billion in wealth to vanish. That’s about as much as PepsiCo, McDonalds, Starbucks and Target are worth,

The tech industry's reaction to AI model DeepSeek R1 has been wild. Pat Gelsinger, for instance, is elated and thinks it will make AI better for everyone.

Retired Intel CEO Pat Gelsinger said "the markets are getting it wrong" Monday after investors triggered a sell-off in response to China's DeepSeek.

Stock markets are slowly beginning to bounce back from Monday’s AI stock-driven selloff, as investors recover from their shock over the “Sputnik moment,” the discovery that China has an AI startup that can build large language models much,

D eepSeek made quite a splash in the AI industry by training its Mixture-of-Experts (MoE) language model with 671 billion parameters using a cluster featuring 2,048 Nvidia H800 GP

The industry expects the resource-light new model could usher in a wave of more efficient AI models, hurting demand for AI hardware.

Nvidia's share price fell some 17 percent on Monday, wiping $600 billion off of the GPU company's valuation. The world's most valuable corporation saw its share price plummet on the release of DeepSeek's latest model, which proved that it was possible to train efficient models using fewer GPUs.

For the desktop, Intel envisages a module for the CPU, a little like the CPU cartridges of yesteryear, that presumably makes a CPU replacement less scary than messing with a fully exposed socket and an array of fragile pins. Intel has tried to get CPU modules going for years now, such as the Compute Element in previous years' NUCs.

Nvidia ( NVDA -3.12%), a leading semiconductor company, has seen its share price soar 500% over the past three years, pushing its market cap up to a staggering $3.6 trillion. While Apple was the largest company by market cap earlier this year, as I write this, Nvidia holds the spot.

Intel just released one of the you can buy — the Arc B570. As you can read in my , it delivers solid gaming performance at 1080p, and at a price we haven’t seen in years. But it faces some stiff competition from Nvidia in the form of the .