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DeepSeek's AI App Will 'Highly Likely' Get Banned in the US, Jefferies Says

3 months 1 week ago
DeepSeek's AI app will highly likely face a US consumer ban after topping download charts on Apple's App Store and Google Play, according to analysts at US investment bank Jefferies. The US federal government, Navy and Texas have already banned the app, and analysts expect broader restrictions using legislation similar to that targeting TikTok. While consumer access may be blocked, US developers could still be allowed to self-host DeepSeek's model to eliminate security risks, the analysts added. Even if completely banned, DeepSeek's impact on pushing down AI costs will persist as US companies work to replicate its technology, Jefferies said in a report this week reviewed by Slashdot. The app's pricing advantage remains significant, with OpenAI's latest o3-mini model still costing 100% more than DeepSeek's R1 despite being 63% cheaper than o1-mini. The potential ban comes amid broader US-China tech tensions. While restrictions on H20 chips appear unlikely given their limited training capabilities, analysts expect the Biden administration's AI diffusion policies to remain largely intact under Trump, with some quota increases possible for overseas markets based on their AI activity levels.

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AMD is Making Another Run at Nvidia With New 4K-Ready GPUs as Sales Collapse

3 months 1 week ago
AMD will launch its new Radeon RX 9070-series graphics cards in March 2025, promising "high-quality gaming to mainstream players" amid struggling sales. The company's gaming division reported $563 million in Q4 2024 revenue, down 59% year-over-year. The new cards will target the same market segment as Nvidia's RTX 4070 Ti ($799) and 4070 Super ($599), featuring a 4nm TSMC manufacturing process, ML-enhanced FSR 4 upscaling, and next-generation ray-tracing accelerators. Steam Hardware Survey shows AMD's current RX 7000-series cards have minimal market presence, with only the 7900 XTX and 7700 XT registering on the list. Industry research indicates AMD sells approximately one GPU for every seven or eight sold by Nvidia. The launch timing could be opportune, as Nvidia's upcoming RTX 5070 features fewer CUDA cores than the RTX 4070 Super it replaces.

Read more of this story at Slashdot.

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