A close look at DeepSeek, which is estimated to have access to ~50K Hopper GPUs, a total server capex of ~$1.3B, and a GPU spend of $500M+ over its history (Dylan Patel/SemiAnalysis)

Dylan Patel / SemiAnalysis:
A close look at DeepSeek, which is estimated to have access to ~50K Hopper GPUs, a total server capex of ~$1.3B, and a GPU spend of $500M+ over its history  —  The DeepSeek Narrative Takes the World by Storm  —  DeepSeek took the world by storm.  For the last week, DeepSeek has been the only topic …

Adobe Chief Strategy Officer Scott Belsky leaves the company to join A24 film studio as a partner; he co-founded Behance, which Adobe acquired for $150M in 2012 (Todd Spangler/Variety)

Todd Spangler / Variety:
Adobe Chief Strategy Officer Scott Belsky leaves the company to join A24 film studio as a partner; he co-founded Behance, which Adobe acquired for $150M in 2012  —  Belsky is an entrepreneur, author and creator who in 2006 founded Behance, an online platform that is used by more than 50 million professionals …

How Epic is transforming Fortnite into a content platform, paying $350M to creators in 2024; 36.5% of the total playtime was spent in games made by creators (Julia Alexander/Posting Nexus)

Julia Alexander / Posting Nexus:
How Epic is transforming Fortnite into a content platform, paying $350M to creators in 2024; 36.5% of the total playtime was spent in games made by creators  —  What are creator made islands competing for players' attention if nothing but decentralized channels in a centralized ecosystem?

STMicro reports Q4 revenue down 22.4% YoY to $3.32B, net income down 68.3% YoY to $341M, and projects Q1 revenue down 27.6% YoY to $2.51B, below $2.72B est. (Reuters)

Reuters:
STMicro reports Q4 revenue down 22.4% YoY to $3.32B, net income down 68.3% YoY to $341M, and projects Q1 revenue down 27.6% YoY to $2.51B, below $2.72B est.  —  STMicroelectronics (STMPA.PA), one of Europe's largest chipmakers, said on Thursday it expected sales to fall further in the first quarter of 2025 …

A look at Huawei's HarmonyOS Next, a China-only OS decoupled from Android that is still missing many third-party apps, despite supporting some key ones in China (Bloomberg)

Bloomberg:
A look at Huawei's HarmonyOS Next, a China-only OS decoupled from Android that is still missing many third-party apps, despite supporting some key ones in China  —  New HarmonyOS software is of existential importance to China's tech champion.  —  Huawei Technologies Co.'s ambition …

A look at MrDeepFakes, a site with obscure ownership that hosts non-consensual deepfake porn, has close to 650K members, and gets millions of visits per month (bellingcat)

bellingcat:
A look at MrDeepFakes, a site with obscure ownership that hosts non-consensual deepfake porn, has close to 650K members, and gets millions of visits per month  —  This article is the result of a collaboration with German YouTube channel STRG_F.  You can watch their documentary here.