AI Names · Frontier labs & chatbots
DeepSeek
Private
DeepSeek is the Hangzhou lab that reset the cost conversation. The models are public enough to copy. The company is not listed.
- Site
- deepseek.com
- Who
- Liang Wenfeng, Founder
In the Daily
· Morning Brief
The factories crowded the TreasuryHyperscalers are borrowing like the returns are already here. The town halls are not so sure.
· Morning Brief
A judge put the Anthropic blacklist on ice· Closing Time
Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.
· Morning Brief
Nvidia just printed the quarter. Now it wants the model store.AWS adds two million GPUs. SoftBank shops 1X. Instinct hits $2.5 billion.
· Morning Brief
DeepSeek is cashing checks. Moonshot wants a Western till.Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.
· Closing Time
Closing Time: Anthropic named a market bigger than the economyOpenAI says Jalapeño beat Nvidia. ClickHouse hits $350 million ARR.
· Morning Brief
Buy the chips. Or buy the team.Nvidia-backed Lambda is in talks for as much as $3 billion at $12 billion-plus. Chris Isidore says the sports-team buying spree is an AI-proof hedge.
· Morning Brief
Nvidia writes a $6 billion Poolside check. Samsung returns up to $80 billion.Broadcom is hunting more than $60 billion of chip debt for Anthropic, and Chinese models just swept OpenRouter.
· Morning Brief
Nvidia readies a China LPU. Alibaba spends $10 billion.Nvidia is preparing an export-compliant inference chip for China as Alibaba’s AI buildout cuts profit 75 percent.
· Morning Brief
OpenAI put 2027 on the IPO. Cognition says it is not for sale.Friar told staff listing is another fundraise. Math broke, and Prima is weeks from sale.
