Microsoft CEO Satia Nadella commented on her “true innovations.” Sam Tamman described it from Openai as “clearly a great model.” apple “Innovation that pays efficiency is good,” said CEO Tim Cook. and Baldir Alex Carb said it indicates the importance of “effort throughout the country.”
All technology executives were talking about Depsic in China, which exploded from mystery and at the center of technology this week. In the past few days, these executives and many of their peers have discussed questions about the new AI model of Startup Lab, which amazed the experts and was more cost -effective to create competitive models in the United States
Mobile Deepseek app Fire on the top of the charts In the Apple App Store early in the week and stayed first until Friday, before Openai's Chatgpt. Reports indicate that the new R1, which cost Openai's O1, is only 6 million dollars to create shares sent from Chipmakers Nafidia and Broadcom 17 % decrease on Monday, to survey Completely 800 billion dollars in the market.
The timing was blatant. Deepseek's Produd fell just like technology The profit season He was about to start, with DeadMicrosoft, Timing Apple is all reports between Wednesday and Thursday, and a week to President Donald Trump The second semester in the office. Trump stressed the importance of winning the United States in artificial intelligence, especially against China, and in his first week at the White House a project called called Stargate Which calls Openai, Oracle and Softbank Investing billions of dollars to increase the local Amnesty International infrastructure.
There was a lot of online debate about the importance of starting Deepseek and whether the financial achievement was real. A new report from the semi -analysis research company estimated Deepseek costs “higher than $ 500 million in the history of the company.”
But it was an inevitable topic this week through industry. AI is the concentration of each company at the present time, especially in technology, as industry leaders spend tens of billions of dollars on building databases and buying advanced chips to develop more powerful models. For leaders of American technology companies, the unified aspect is the need to overcome China's great discount in the distinctive technology of the future.
“Technology is not good in its nature,” and it can pose threats in the wrong hands, and CEO, CEO of Palantir, said, said. CNBC's Sara Eisen In an interview broadcast on Friday. “We have to admit it, but this also means that we must run more difficult, run faster, and we have an effort throughout the country.”
Cook asked by an analyst for Apple's profit call if Deepseke Developments has changed his views on the company's margins and the possibility of low computing costs. Cook, who just informed his company Total margin recordI offered a mysterious response.
“In general, I think innovation that pays efficiency is a good thing,” he said. “As you know, this is what you see in this model. Our inclusion of silicon and programs, as I think, will continue to serve us well.”
One day, Meta CEO Mark Zuckerberg He suggested that the general situation is accurate and that the reports and early results of one model do not mainly change the equation. Meta said last week that he would do Investment Between 60 billion dollars and $ 65 billion in 2025 to expand the computer infrastructure related to artificial intelligence.
“It is possible that there will be a strong opinion about what this means to the path about infrastructure and structure,” Zuckerberg said of Dibsic, on his company. The fourth quarter profit call. “There is a set of trends that occur here once.”
“Bend the curve”
On microsoft CallNadella said in his preliminary remarks that people who want to run Deepseek R1 “will be able to” will soon “on COPILOT+ computers for the company and GPU on Windows.
Later on the call, Nadila analyst asked if we “see the artificial intelligence scale now at a lower cost.”
“What is happening with artificial intelligence is not different from what was happening with the regular calculation cycle,” Nadella answered, adding, “It is always about the curve bend and then put more points.”
He said Dibsic shows some “real innovations”, and the Openai, supported by Microsoft, is witnessing similar improvements. In the end, he said: “Everything becomes goods,” with clients as major beneficiaries.
The founder of LinkedIn, Red Hoffman, an early investor in Openai and a member of the Microsoft Board of Directors who also co -founded AI, told CNBC that this is not a time to panic. Hoffman has revealed the latest start of the start of Amnesty International this week, called Manas Ai, supported by about $ 25 million, with a task to try to accelerate the process of drug detection.
Hoffman said that although Deepseek may encourage American companies to capture the pace and share their plans sooner, the new revelation does not indicate that large models are a bad investment.
“The competition game is running,” he said. “But I don't think it is” my God, we lose! As an American technology.
Openai may be the most direct competitor, and the CEO Altman R1 “is clearly a great model” at an event in Washington, DC, on Thursday. He also repeated the feelings expressed by President Trump, who said that Dibsic should be “Wake up” For us technology.
“This is a reminder of the level of competition and the need to win democracy,” Al -Taman said. “This is a strong model and I think it is also a reminder of the level of interest in thinking, and the level of interest in the open source.”
Earlier in the week, Altman Take to x To confirm Openai's intentions to continue to push forward.
“It is clear that we will present much better models, written in a post on January 27.” Also, it is legitimate to have a new competitor! “
– This report contributed to this report in this report – CNBCS Jordan Novet, Hayden Field, Kif Leswing, Ashley Capot and Jonathan Vanian.
He watches: Nafidia's future focus
