Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...
The Chinese startup's new model poses some serious questions about the assumptions behind AI investments. But what if that's ...
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...
China's DeepSeek has panicked investors in top AI stocks after it said its new model was built with less computing power than ...
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.
AI expenses and a looming price war in cloud services could blow up its profits. Blame it on DeepSeek.
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