In this article, we discuss 10 AI news and ratings you should not miss.
DeepSeek is making significant strides in the artificial intelligence landscape. It is known for its advanced capabilities as it competes with major players like OpenAI’s ChatGPT by offering highly specialized and dynamic AI models. It is part of a broader trend in China, with AI applications quickly developing beyond basic chatbots to more sophisticated functions.
DeepSeek’s potential impact spans many sectors, from national security to business operations. However, its development has raised national security concerns, especially regarding the handling of sensitive information and the risks of closed models. As AI continues to evolve, DeepSeek presents itself as a significant player in the ongoing global AI race.
At CNBC’s ‘Closing Bell Overtime,’ Josh Wolfe, co-founder of Lux Capital, discussed the launch of DeepSeek AI and its impact on national security. He views the rise of AI as a wake-up call for American innovation, emphasizing that U.S. companies should be allowed to compete freely in AI development, especially in defense.
Wolfe also highlighted the significance of open-source models like Huggingface and companies such as Together and Runway, which allow organizations to use their proprietary data securely. He expressed concerns over heavily funded closed models that lack proprietary data, stressing the potential risks they pose, especially in the context of AI and national security.
More Advancements from China
Chinese companies are quickly advancing AI technology, with products such as Baidu’s Wenku platform gaining millions of users and Tencent planning to integrate AI agents into WeChat. AI adoption is growing in China, with over 10% of businesses using generative AI, as per a CNBC report.
The development of AI applications is focused on specific functions and AI agents, which aim to automate processes. While Chinese companies face compliance challenges, local AI applications are becoming popular both in China and abroad, an example would be Alibaba’s AI-powered search engine, Accio.
As China accelerates its AI innovations and adoption, the competition is intensifying, with both local and global implications. Moving forward, the balance between open-source advancements and the regulation of AI technologies will be crucial in shaping the future of this transformative field.
For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s database of 900 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
10 AI News and Ratings You Should Not Miss
10. Quantum Corporation (NASDAQ:QMCO)
Number of Hedge Fund Holders: N/A
Quantum Corporation (NASDAQ:QMCO) provides storage and management solutions for digital video and unstructured data, including software for backup, archiving, and analytics.
On January 30, it was announced that Quantum Corporation (NASDAQ:QMCO) has improved its Myriad all-flash file system with scalability features designed to meet growing storage demands in the AI era. The system allows customers to start with as few as five NVMe Storage Server nodes and expand incrementally as it adds nodes without admin intervention or service disruption.
Myriad’s architecture supports automatic data leveling and dynamic n+m data protection across all nodes, which enables up to 80% usable capacity. The solution also offers support for cutting-edge technologies like Solidigm 61.44 TB and 122.88 TB NVMe drives and integrates with Quantum’s ActiveScale for large data ingestion and archiving. With these updates, Myriad promises nearly unlimited scalability, high performance, and improved storage flexibility for AI/ML workloads.
9. Grid Dynamics Holdings, Inc. (NASDAQ:GDYN)
Number of Hedge Fund Holders: 10
Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) provides technology consulting, cloud engineering, AI, and digital transformation services globally across various industries.
On January 30, Grid Dynamics (NASDAQ:GDYN) introduced a Visual Process Monitoring starter kit to simplify and reduce the cost of visual analytics projects. This framework enables real-time tracking of moving objects, behavioral analysis, and automated alerts without the need for extensive data collection and manual model training.
It is designed for applications in retail, manufacturing, and logistics and it uses vision-language models to streamline deployment. According to VP of Technology Ilya Katsov, the solution improves efficiency by making visual analytics more accessible and cost-effective. The launch expands Grid Dynamics’ AI-driven offerings for smart manufacturing and supply chain management.