The sudden emergence of DeepSeek in the global artificial intelligence competition has sparked questions about its impact on Silicon Valley giants like Nvidia and fledgling startups across the Bay Area as well.

Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy.

Those who have had professional dealings with DeepSeek say he is obsessed with human-like artificial general intelligence ( AGI) and the impact it could have on the world. In his pursuit of it, DeepSeek’s founder is up-ending ideas about technological progress both in the West and China.