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BREAKINGOpenAI closes $40B round at $340B valuation — largest private tech raise ever·MODELSAnthropic ships Claude Opus 4 with extended thinking and agentic capabilities·FUNDINGxAI raises $6B Series C led by Andreessen Horowitz for Grok infrastructure·REGULATIONEU AI Act enters full enforcement — high-risk systems must comply now·AGENTSGoogle DeepMind open-sources Gemini Agent Framework for autonomous task completion·RESEARCHStanford HAI: Enterprise AI adoption hits 78% globally, GenAI in production at 45%·WARNINGUS Senate passes AI Transparency Act — content labeling required at scale·PRODUCTMeta releases Llama 4 Maverick open-weight model rivaling proprietary alternatives·MODELSDeepSeek V3 scores within 2% of GPT-4o on MMLU at 1/10th the inference cost·FUNDINGMistral AI raises €600M Series B at €6B valuation for European AI sovereignty·BREAKINGOpenAI closes $40B round at $340B valuation — largest private tech raise ever·MODELSAnthropic ships Claude Opus 4 with extended thinking and agentic capabilities·FUNDINGxAI raises $6B Series C led by Andreessen Horowitz for Grok infrastructure·REGULATIONEU AI Act enters full enforcement — high-risk systems must comply now·AGENTSGoogle DeepMind open-sources Gemini Agent Framework for autonomous task completion·RESEARCHStanford HAI: Enterprise AI adoption hits 78% globally, GenAI in production at 45%·WARNINGUS Senate passes AI Transparency Act — content labeling required at scale·PRODUCTMeta releases Llama 4 Maverick open-weight model rivaling proprietary alternatives·MODELSDeepSeek V3 scores within 2% of GPT-4o on MMLU at 1/10th the inference cost·FUNDINGMistral AI raises €600M Series B at €6B valuation for European AI sovereignty·
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Rasgon: Memory Chips Having 'Mini-Deepseek Moment'

Mar 27, 2026DeepSeek
Event Summary

Stacy Rasgon, Senior Analyst of US Semiconductors at Bernstein Research, discussed the recent volatility in memory chip stocks and the broader semiconductor sector. He speaks with Katie Greifeld and David Gura on "The Close." (Source: Bloomberg)

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