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Microsoft CEO Satya Nadella commented on her “real innovations.” Sam Altman de Openai described him as “clearly a great model.” Apple The CEO Tim Cook said: “Innovation that drives efficiency is a good thing.” AND Palantir’s Alex Karp said it shows the importance of “an effort throughout the country.”
All technology CEOs were talking about Deepseek from China, which emerged from darkness and in the center of the technological universe this week. In recent days, those executives and many of their classmates have addressed questions about the new artificial intelligence model of the start laboratory, which has surprised experts and, according to reports, was much more profitable to create than competitive models in The United States.
Deepseek mobile application shot up to the top of the lists In Apple’s app store earlier in the week and remained in the main place as of Friday, before OpenAi Chatgpt. It informs that its new R1 model, which rivals OPENAI O1, costs only $ 6 million to create shares sent from chips manufacturers Nvidia and Broadcom less 17% on Monday, cleaning A combined market limit of $ 800 billion.
The moment was marked. Deepseek launch landed just when Tech profit season I was about to start, with GoalMicrosoft, Tesla and Apple report between Wednesday and Thursday, and a week in President Donald Trump’s Second mandate in office. Trump has emphasized the importance of the United States to win at AI, particularly against China, and in their first week back at the White House announced a project called Stargate that calls OpenAi, Oracle and Soft banks Invest billions of dollars to boost the national infrastructure of AI.
There has been a lot of online debate about the importance of Deepseek deployment and if financial achievement is real. A new report by the Seianalysis Research Firm My dear Deepseek’s costs to “more than $ 500 million about the history of the company.”
But it was an unavoidable theme this week throughout the industry. The AI is the focus of all companies at this time, particularly in technology, where industry leaders are spending tens of billions of dollars that build data centers and buy advanced chips to develop more powerful models. For the leaders of American technology companies, the unifying aspect is the need to overcome the Chinese main adversary in the defining technology of the future.
“Technology is not inherently good,” and could represent threats in the wrong hands, said Karp, CEO of Palantir. SARA EISEN DE CNBC In an interview that was broadcast on Friday. “We have to recognize that, but that also means that we have to run harder, run faster, have an effort throughout the country.”
An analyst asked Cook about Apple’s gain call if Deepseek’s developments had changed their views on the company’s margins and the potential that computer costs decrease. Cook, whose company had just reported a Gross record recordHe offered a vague answer.
“In general, I think that innovation that drives efficiency is a good thing,” he said. “And, you know, that is what you see in that model. Our narrow integration of silicon and software, I think, will continue to serve us very well.”
A day before, Meta CEO Mark Zuckerberg He suggested that the general situation is nuanced and that the first reports and results of a single model do not fundamentally change the equation. Goal said last week that I would do it invest Between $ 60 billion and $ 65 billion in 2025 to expand its computer infrastructure related to artificial intelligence.
“It is probably too early to really have a strong opinion about what this means for the trajectory around infrastructure and Capex,” Zuckerberg said about Deepseek, about his company. Fourth quarter earning calls. “There are a lot of trends that are happening here once.”
‘Fold the curve’
In Microsoft’s callNadella said in his introductory comments that people who wish to execute Deepseek R1 “will soon be able to” in the company’s co -pilot+ PCs and in the graphics processing units (GPU) in Windows.
Later in the call, an analyst asked Nadella if we are “seeing the scale of AI now at a lower cost.”
“What is happening with AI is not different from what was happening with the regular computing cycle,” Nadella replied, adding that “it is always about bending the curve and then putting more points in the curve.”
He said Depseek is showing some “real innovations”, and that OpenAi, which Microsoft supports, is seeing similar improvements. Ultimately, he said, “everything is marketed”, with customers as the main beneficiaries.
The LinkedIn co -founder, Reid Hoffman, a first investor in Openai and a member of the Microsoft Board that also co -founded the inflection AI, told CNBC that this is not the time to panic. Hoffman released his last startup of AI this week, called Manas AI, backed by almost $ 25 million, with the mission of trying to accelerate the drug discovery process.
Hoffman said that while Depseek could encourage American companies to accelerate the rhythm and share their Suner plans, new revelations do not suggest that large models are a bad investment.
“The competition game is underway,” he said. “But I don’t think it’s the ‘My God, we are losing!’ as American technology. “
Operai is perhaps the most direct competitor, and CEO Altman called R1 “clearly a great model” in an event in Washington, DC, Thursday. He also echoed the feeling expressed by President Trump, who said Depseek should be a “Attention call” To us Tech.
“This is a reminder of the level of competition and the need for democratic AI to win,” Altman said. “This is a strong model and I think it is a reminder of the level of interest in reasoning, the level of interest in open source.”
At the beginning of the week, Altman Ax took To affirm Openai’s intentions to continue advancing.
“Obviously we will deliver much better models,” he wrote in a publication on January 27. “And it is also legitimate that it is stimulating to have a new competitor!”
– CNBCS Jordan Novet, Hayden Field, Kif Leswing, Ashley Capoot and Jonathan Vanian contributed to this report.
