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Microsoft CEO of Satya Nadella commented on its “real innovations”. Openai’s Sam Altman said it is “clearly great model”. Apple CEO Tim Cook said “Innovation that encourages efficiency is a good thing.” And Palantir’s Alex Karp said he shows the importance of “efforts to all countries”.
Tech CEOs were talking about Deepseeek in China, this week exploded in the center of darkness and technology in the center of the universe. In recent days, run and many of their classmates have been directed questions about the new artificial model of laboratory intelligence, which has been surprised by experts and has been much higher cost than competitive models in the US.
Deepsees Mobile App Shooting to the top of the lists At the Apple App Store at the beginning of the week and it was Friday, before Openai’s chat. The new R1 model R1 that works on Openai O1 costs $ 6 million to create shares sent on Chipmakers Nvidia and Moreomom 17% down Monday, Wiping Combined $ 800 million in the market.
The timing was stark. Deepseeek’s census landed with technology Profit season was about to start MetaMicrosoft, Tesla and all Apple between Wednesday and Thursday, and within a week President Donald Trump Second period in the office. Trump has emphasized the importance of the US earning in AI, especially in China, and the White House announced the project called Terrorize What calls Openai, Liradino and Soft To invest in the militus dollars to encourage domestic infrastructure.
There was plenty of discussion on line whether Deepseeek’s incur and financial achievement is genuine. New Semianalisi Research Firm Report appreciate Deepseek’s costs “more than $ 500 million on the history of the company”.
But this week was able to be an essential theme during the industry. AI is a focus on the company right now, in particular in technology, building centers of data that industry leaders spend tens of dollars of dollars and buy french fries to develop more powerful models. For the leaders of US technology companies, the unifying aspect is the need for the China’s leader in the definition of future technology.
“Technology is not good in itself,” and in the hands of the threat, Karp, the General Manager of Palantir said CNBC Sara Eisen in a launched interview on Friday. “We must admit that, but that means we also need to do harder, run faster, make the effort of all countries.”
A chef asked Apple’s earnings call if DeEpsekekekekeece has changed his views and the opportunity to reduce computer costs on the company’s margins. Cook, whose company just reported Register gross marginoffered a blurred response.
“Overall, I think innovation that encourages efficiency is a good thing,” he said. “And you know, that’s what you see in that model. We will continue to serve the close integration of silicon and software.”
A day before, Meta CEO Mark Zuckerberg General situation due to nuances, a single-model report and early results that do not change the equation. Meta said last week invest Between $ 2025 billion and 65 million dollars, to expand the computing infrastructure associated with artificial intelligence.
“It’s probably too early to have a strong opinion to make the route around the infrastructure and capex,” Zuckerberg said Deepseeek, in his company Fourth quarter earnings are called. “There are a bunch of trends that are happening here at a time.”
‘Curve curve’
Microsoft callNadella said in his input notes, those who want to run Deepseee R1 “soon” will be able to copilotes in the company + computer and graphics treatment units (GPUs).
Later, a call, Nadella analyst asked “If we are watching ai scale at a lower cost.”
“What happens with air is nothing more than happening with the usual computation cycle,” Nadella replied, “It’s always the curve tilt and then putting more points in the curve.”
He said Deepsees shows some “real innovation” and Openai, Microsoft After, seeing similar improvements. After all, he said, “All are committed,” that they are the main beneficiaries with customers.
LinkedIn Co-Founder Reid Hoffman, an early Openai investor and a member of Microsoft Board also created the AI, CNBC said that it is not terrified. Hoffman presented his last AI Startup this week, called Manas AI, almost $ 25 million from Beans, with the role of attempting to accelerate the process of drug discovery.
Hoffman said Deepsek could be encouraged by the company to share the rhythm and share the rhythm as soon as new revelations suggest that large models are a bad investment.
“The competition game is turned on,” he said. “But I don’t think ‘Oh my God, we’re losing! As an American technology.”
Openai is perhaps the most direct competitor, and R1 called R1 “clearly”, on Thursday, on Thursday. Trump also had a feeling indicated, what Deepsee said he should be a “Wake Call” To the US Tech.
“It is a reminder of the competition level and the AI must win Democrats,” Altman said. “It is a strong model and I think the level of interest in reasoning is also a reminder, a level of interest in the open source.”
Earlier the week, Altman x Confirmation of the intentions of continuing to continue the intentions of Openi.
“Of course, we will give much better models,” he wrote on January 27th. “And it’s also legitimate to be a new competitor!”
– CNBCS Jordan Novet, Hayden field, Leswing Kif, Ashley Capoot and Jonathan Vanian people helped this report.
