The DeepSeek meltdown: R1 rocks markets, leaves OpenAI stinging, raises big capital questions

The release by China’s DeepSeek of its new R1 reasoning family of models has truly put the cat among the pigeons in the generative AI world.

As markets digested the impact of the open-source models' release, the furore sent NVIDIA shares tumbling 10% in pre-trading Monday, amid questions about future capital spending on AI training and inference.?

Lots of comment and insightful analysis, plus some b*tching, below.

It’s nearly the end of January already, which leaves time for a few more VPN appliances to face zero day exploitation in the wild. First, predictably, it was Ivanti; then Fortinet; now it’s SonicWall. CVSS 9.8, pre-auth RCE…

Federal agencies need to hire CIOs with better communication and project management skills, says this federal watchdog tartly…?

Does it have a point??

A “National Data Library” is at the heart of the UK government’s new AI Action Plan. What is it? How might you build one?

?Jamie Hutton, CTO at Quantexa, has thoughts…

And telcos largely scrambled to get the hell out of the data centre business in recent years; now they smell AI money and want back in…

Lots more to follow in The Stack this week, but that's how our Monday's kicked off. How are you doing? ?? [email protected]