Today
Call to extend DeepSeek ban beyond government devices
Cybersecurity analysts say critical infrastructure providers should also be ordered not to use the Chinese-developed artificial intelligence platform.
- Andrew Tillett
Why Trump needs to know about Australia’s super funds
Super funds can help fund America’s AI race against China. This could be Australia’s bargaining chip with the president on tariffs, Daniel Mookhey says.
- Matthew Cranston
- Analysis
- The Breakdown
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.
- Tess Bennett
Australian start-up Lorikeet cracks $100m valuation in AI agent boom
Lorikeet builds AI-powered agents to help companies process customer service tickets. But even its chief executive is wary of the buzz around his industry.
- Amelia McGuire
Yesterday
Labor bans DeepSeek from government devices
Australia has banned Chinese artificial intelligence service DeepSeek from government devices over national security concerns.
- Ronald Mizen and Paul Smith
Westpac to offer legal services as it vies for business bank customers
The big four bank has made a strategic $10 million investment in Lawpath, as it looks to maintain its recent market share gains.
- James Eyers
AI boom leads start-up funding recovery in $4b year
New data lifts the lid on private tech investment in Australia, with a quarter of the money going to firms building products based on artificial intelligence.
- Tess Bennett
This Month
AustralianSuper tipped $500m into Nvidia before DeepSeek crash
Australia’s largest super fund was buying up shares in the chipmaker in the lead up to last week’s trillion-dollar sell-off, Wall Street records indicate.
- Joshua Peach
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.
- Tom McIlroy
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.
- Eduardo Baptista
- Opinion
- Sharemarket
How the rise of AI is changing the investment game
As machine learning and algorithms evolve, the fund management industry will likely shift toward a hybrid model, combining the strengths of humans and machines.
- Arian Neiron
January
- Opinion
- The AFR View
Australia should lean on natural advantages in AI race
We need scientists and technology experts embedded in company boardrooms, political offices and regulatory bodies.
- The AFR View
Is Nvidia a ‘buy’ after crashing 15pc? Here’s what top fundies say
AFR Weekend asked some of the nation’s top investors what they think the emergence of Chinese disruptor DeepSeek means for the US chipmakers future.
- Joanne Tran
- Analysis
- OpenAI
Is big tech’s AI future really what we’re looking for?
The race is on to build the fastest, most efficient AI models and hopefully tech companies will start developing the products we want to use.
- Paul Smith
DeepSeek development cost probably 100 times the sticker price: fundie
AI-enabled hedge fund manager Armina Rosenberg says that if DeepSeek truly had access to as many chips as it claims, the breakthrough would have cost about $1 billion.
- Updated
- Joanne Tran
DeepSeek drama: are markets all-in on the most dangerous idea in history?
While investors fret about what the arrival of DeepSeek means for their all-in bet on American artificial intelligence dominance, they’re ignoring even bigger questions.
- James Thomson
- Opinion
- Opinion
DeepSeek is Sputnik and Apollo in one moonshot
The Chinese-built AI model is proof that the most innovative breakthroughs don’t come from boundless resources – they come from constraints.
- Elli Hanson
AI war highlights need to work with both superpowers
Readers’ letters on the artificial intelligence race between the US and China, road tax for electric vehicles and life with limited mobility.
SoftBank in talks to invest $40b in OpenAI
The deal would make the Japanese group the biggest financial backer of the ChatGPT maker.
- Arash Massoudi, David Keohane and George Hammond
- Analysis
- Earnings season
DeepSeek, Trump, smart glasses: why Zuckerberg thinks he can win in AI
Everyone wanted to hear what the Meta boss thinks about the arrival of DeepSeek and the future of AI – this morning he told us.
- Paul Smith