Microsoft CEO’s Satya Nadella commented on the “real innovation.” Openai’s Sam Altman explained it as “obviously a wonderful model.” apple “Innovation that promotes efficiency is a good thing,” said CEO’s Tim Cook. and Palantir’s Alex Carp said it was the importance of “nationwide efforts.”
High -tech CEOs all talked about Deep Shek in China. This week, we entered the center of the high -tech universe this week. For the past few days, those executives and many colleagues have dealt with questions about the startup lab’s new artificial intelligence model.
Deepseek’s mobile app appeared at the top of the Apple’s App Store chart early a week and stayed at the lead spot on Friday, prior to Openai’s Chatgpt. The new R1 model comparable to O1 of OPENAI has reported that it costs only $ 6 million to create a CHIPMAKERS transmission stock. nvidia and Broadcom It decreased by 17 % on Monday, losing a total of $ 800 billion.
The timing was severe. DeepSeek’s rollout has landed as if the technology revenue season was about to begin. MetaMicrosoft, Tesla All Apple reported between Wednesday and Thursday, and reported for a week to the second phase of President Donald Trump. Trump emphasizes the importance of winning the United States, especially in AI, and announced a project called Star Gate in the first week in the White House. Oracle Invested billions of dollars to boost the SoftBank domestic AI infrastructure.
There were many discussions online about the importance of the development of DeepSeek and whether the result of financials was real. A new report from Semianalysis, a research company, estimates that the cost of DeepSeek is much higher than the company’s history.
But this week was an inevitable topic in the industry. AI is now focusing on all companies, especially technology. This is because industry leaders have built advanced chips to build data centers and develop more powerful models, spending tens of millions of dollars. For leaders of high -tech companies in the United States, the unified aspect is to defeat the Chinese Prime Minister in future decisive technology.
“Technology is essentially not good,” Palantir’s CEO Karp told CNBC Sara Eisen in an interview broadcast on Friday. “We have to admit it, but it also means that we need to run more intensely, run faster, and work nationwide.”
Cook asked by an analyst on Apple’s revenue calls to see if the development of DeepSeek has changed the possibility of reducing the company’s margin and computing costs. The Cook, who just reported a record margin, provided an ambiguous reaction.
“In general, I think the innovation that promotes efficiency is a good thing,” he said. “And you know, that’s what you see in that model. I think the closely integrated silicon and software will be very useful for us.”
One day ago, META CEO’s Mark Zuckerberg suggested that the overall situation was subtle, and the initial reports and results from a single model did not fundamentally change the equation. Last week, Meta stated that it would invest $ 60 billion to $ 65 billion in 2025 to expand computing infrastructure related to artificial intelligence.
“Probably, it is probably too early to have a really strong opinion on what this means for the trajectory over infrastructure and Capex,” Zuckerberg said about Deepseek in his fourth quarter revenue call. 。 “There are many trends that are happening here.”
“Bend a curve”
On a Microsoft phone call, Nadella stated that anyone who wants to run Deepseek R1 can “immediately” and “immediately” with Copilot+ PCS and Graphics Processing Unit (GPU) of Windows companies.
After the call, Nadera asked an analyst to see if he is currently looking at the AI scale at low cost.
“What is happening in AI is not different from what was happening in the normal calculation cycle,” Nadella replied, saying, “Always bend the curve and then put more points on the curve.” Ta.
He stated that DeepSeek showed some “real innovation,” and that Microsoft’s backed Openai is seeing similar improvements. Eventually, he said, “Everything is commoditiated.” Customers are the main beneficiaries.
REID HOFFMAN, a co -founder of Linkedin, said that he was an early investor in Openai, a member of the Microsoft board, and FetchRection AI, and said that it would not panic on the CNBC. Hoffman announced the latest AI startup called Manas AI this week. With the support of about $ 25 million, it fulfilled its mission to accelerate the drug discovery process.
Hoffman said that Deepseek may encourage American companies to increase their pace and share plans faster, but new revelations do not suggest that large models are bad investments.
“The competitive game has begun,” he said. “But I don’t think it was,” What a hell, we are losing! ” As an American technology. “
Openai is probably the most direct competitor, and CEO Altman called R1 the “clear model” at an event held in Washington DC on Thursday. He also repeated emotions expressed by President Trump.
“This is a reminiscent of the level of competition and the need to win a democratic AI,” said Altman. “This is a powerful model, and I think you can remember the level of interest in inference and the level of interest in open source.”
At the beginning of the week, Altoman took him to X and continued to move forward with the open Rye intention.
“We will provide a much better model,” he wrote in the post on January 27.
-CNBCS Jordannovet, Haydenfield, Kifes Wing, Ashley Copt, and Jonasambanian have contributed to this report.
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