February
AI stocks worth their weight in gold
Artificial intelligence (AI) stocks are hot property as investors look for opportunities to get in on the ground floor.
The ‘insane’ question Nvidia must answer in earnings spotlight
One month after Chinese AI start-up DeepSeek wiped $US600 billion off Nvidia’s valuation, Jensen Huang needs to prove the show is still on the road.
PsiQuantum confident it has the fastest track in quantum race
Government-backed PsiQuantum powers ahead with plans to build a data centre-sized quantum computer, as Queensland treasurer reviews investment in the company.
Microsoft’s ‘Goldilocks’ particles could win the quantum computer race
Microsoft has taken 17 years to create a new subatomic particle with the right blend of size, speed and stability for quantum computing, in a threat to Aussie rivals.
Why China’s state control is a hidden advantage in global AI race
While Western tech giants struggle with AI safety, China’s top-down, censorial approach might be creating more trustworthy systems for business use.
Employers link office attendance to pay, bonuses
Some companies around the world are not just stiffening their office mandates but including them in performance metrics.
Musk probably won’t take over OpenAI, but investors should still worry
Elon Musk’s attempts to buy OpenAI is the latest in a flood of potentially market-shaking events, which make the fortunes of the world’s biggest companies anyone’s guess.
Macron unveils $179b AI investment to take on StarGate
The French president made the announcement ahead of the AI summit in Paris involving executives such as OpenAI’s Sam Altman.
Trump’s ambition, China’s DeepSeek overshadow Paris AI summit
The event aims to address how to harness the potential of artificial intelligence so that it benefits everyone, while containing the technology’s myriad risks.
Billionaires Altman and Son bet big on each other
Tech entrepreneur Sam Altman and SoftBank’s Masayoshi Son lead talks over a record deal to make the Japanese investor the biggest backer of the ChatGPT-maker.
DeepSeek drama: what the Chinese start-up means for AI and markets
This week on The Fin podcast, Jonathan Shapiro and Paul Smith on DeepSeek’s breakthrough, what it means for US tech stocks and why Australia has banned its use on government devices.
Google playing catch-up on the hottest AI consumer trend of the year
AI agents can take over consumers’ web browsers to order groceries or book a restaurant for dinner. Google says its assistant is coming later this year.
Audio deepfakes ‘the most effective we’ve seen so far’, says Microsoft
The technology company and a group of crossbench MPs say Australia needs better protections against AI and interference in election campaigns.
Alibaba claims its AI model is even better than DeepSeek
A series of Chinese companies are working to beat DeekSeek in the artificial intelligence race, with tech giant Alibaba touting its new model.
January
SoftBank in talks to invest $40b in OpenAI
The deal would make the Japanese group the biggest financial backer of the ChatGPT maker.
Microsoft’s $128b bet that DeepSeek won’t change everything
The US tech giant said growth in its cloud-computing business slowed during the last three months of 2024, even as it ramps up spending on artificial intelligence.
The sweet irony of OpenAI’s DeepSeek beef
OpenAI thinks DeepSeek took its private data to train its models; the hearts of writers, artists, musicians and journalists around the world must bleed for it.
Microsoft investigates whether OpenAI data was taken for DeepSeek
Microsoft staff apparently saw researchers believed to be linked to DeepSeek obtaining huge amounts of data from OpenAI.
Microsoft probes DeepSeek-linked group over possible OpenAI data breach
The US tech giant is investigating whether data from OpenAI was obtained in an unauthorised manner by a group affiliated with the Chinese AI start-up.
AI investor ‘bubble’ echoes dotcom bust: Ray Dalio
The billionaire investor says US stocks are in a “very similar” position as in the lead-up to the internet bubble bust at the turn of the millennium.