Hello and welcome to Eye on AI…In this edition: DeepSeek drops another impressive model…China tells companies not to buy Nvidia chips…and OpenEvidence scores an impressive result on the medical licensing exam.

Hi, it’s Jeremy here, just back from a few weeks of much needed vacation. It was nice to be able to get a little distance and perspective on the AI news cycle. (Although I did make an appearance on Rana el Kaliouby’s “Pioneers of AI” podcast to discuss the launch of GPT-5. You can check that out here .)

Returning this week, the news has been all about investor fears we’re in an “AI bubble”—and that it is about to either pop or deflate. Nervous investors drove the shares of many publicly-traded tech companies linked to AI-related trades, such as Nvidia, CoreWeave, Microsoft

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