Meta, Nvidia, and other tech giants react to DeepSeek's competitive, cost-efficient models that challenge established market ...
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
There's a lot of noise in the AI market at the start of 2025. But Microsoft CEO Nadella has seen it all before.
Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.
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 ...
The Microsoft CEO cited Jevons paradox, which stipulates increased efficiency in production drives increased demand.