A wave of major technology companies has reported a quarterly profits in recent weeks – including six The so-called 7 wonderful companies-shortly after Deepseek from AI AI rocked the stock market where investors saw the cheap new artificial intelligence models as a fateful brand of American technology shares.
Dibsic innovations shook the American technology industry to the point that artificial intelligence is my love Nafidia ((Nvda)) 600 billion dollars witnessed the throat of the market hat in one day – The biggest loss in the history of the stock market – where investors worry that large technology would slow down its spending on artificial intelligence devices.
On profit calls with investors, the executive managers in these companies rushed to praise the artificial intelligence models in Debsic, or to reject them, or tried to avoid the issue completely.
The reactions of the technology executives in the United States-which affected most of their shares-from defense to excitement. While most of them agreed that Deepseek news is a sign that the costs of artificial intelligence will eventually decrease, they reaffirmed their obligations to spend huge sums on capitalist expenses and others that come.
This is what they said.
Microsoft (MsftCEO Satia Nadella was quickly embracing Dibsic, with the company mentioning his opening notes in a post -profit call on January 29.
Nadila indicated that Microsoft’s transition to the most recent Deepseek AI’s mode on developers platforms, Azure Ai Foundry and GitHub, adding that she went through “Automated Red Audience, content integrity, and safety scanning.” He said that customers will soon be able to operate Deepseek models locally on AI Microsoft computers.
“I think Dibsic had some real innovations,” Nadella said, adding that he believes that Amnesty International is receiving a “commodity.”
“For the Passover Condition, like us, the computer platform is equipped like us, all this is good news as much as I am concerned.”
Microsoft Chairman and CEO Satya Nadella speaks during a Microsoft summary on May 20 in Microsoft in RedMond, Washington, on May 20, 2024. ·Jason Redmond via Getti Ims
Meta (Dead– What a technology analyst described recently as “”The most easy company to take advantage of the Truidian artificial intelligence“Looking at her advertising works – she witnessed her shares on Deepseek for the first time in the new artificial intelligence model called R1, as the shares increased by approximately 2 % on news day.
CEO Mark Zuckerberg was relatively indifferent to the madness of Depsic.
When interrogating it on whether the capabilities of artificial intelligence models will affect the capital expenses of Meta The latest profits from the quarterly company: “I don’t know – I may have a really strong opinion about what this means for the path around the infrastructure, Capex and such things.”
Mark Zuckerberg, CEO of META, is trying on the Orion AR glasses at Meta Connect’s annual event at the company’s headquarters in Minlo Park, California, September 25, 2024. Reuters/Manuel Orbigoso ·Reuters / Reuters
“I am also thinking about some recent news, the new competitor, Dibsic from China … it’s one of the things we are talking about is that there will be an open source standard worldwide,” Zuckerberg said. .
“I think this type of our national feature is important to be an American standard.”
When asked about his “World Perspective” about “Deepseek”, Apple (Apple)Aapl“Innovation that pays efficiency is a good thing” and noticed that the iPhone manufacturer follows “a very wise and deliberate approach in our expenses.”
When asked about what a low -cost Deepseek model for Google (Goog), CEO Sondar Pachai said that although the Dibsic team “did a very good job”, he believed that Geographic Flashs than Google is better.
“I would like to say each of the Flash 2.0 models, Flash 2.0 Flash Models, which are some of the most efficient models there, including comparison with the V3 and R1 of Deepseek.”
“I believe that many of them are our strength to develop full gains (Google manufactures dedicated artificial intelligence chips as well as artificial intelligence models for each query,” Bishy added.
“I think part of the reason we are very excited about the chance of artificial intelligence is, we know that we can lead unusual use cases because the cost of use it actually will continue to decrease, which will make the use situations more possible.”
Amazon (amznCEO Andy Jassi said that he believed that Depsic models will not stir in the investment of artificial intelligence.
“Sometimes people make assumptions that if you are able to reduce the cost of any type of technology, in this case, we really talk about inference (running artificial intelligence models in technology.
Jassi pointed out that the aggressive company spends the development of cloud infrastructure in the early first decade of the twentieth century, even with low costs.
Amazon and Jassy CEO during a major address at AWS Re: Invent 2024, a conference hosted by Amazon Web Services, at Las Vegas Venice on December 3, 2024 in Las Vegas, Nevada. (Photo by Noah Berger/Getty Embashor for Amazon Web services) ·Noah Berger via Getty Images
It is right, at least now.
Meta, Alphabet, Amazon and Microsoft said in their profit calls, although it is expected that artificial intelligence training and inference costs will decrease, they will do. Spending $ 325 billion in cumulative in 202546 % increase from the previous year. Amazon is the largest group of the group.
Investors were not happy: The Amazon shares fell 4 % on Friday After the executives suspended that they expect capital expenses to 35 % to more than $ 100 billion.
AMD (AMDCEO Lisa Soo expressed her conviction that the new innovations such as Depsic models will not pay investment in artificial intelligence, noting the Stargate Ai infrastructure project of $ 500 billion supported by SoftBank (Sftby), Oracle (Orcl), Openai.
“All these initiatives require huge quantities of a new account and create unprecedented growth opportunities for AMD through our business.”
Lisa Soo, CEO of AMD on stage during the year 2024 a year at Current at Chelsea Pierce on December 11, 2024 in New York City. (Photo by Nam Gallai/Getty Emachur time) ·Nam Galay Vitty Pictures
Perhaps the most enthusiastic for Dibsic innovations is Qualcomm (Qcom) CEO Cristiano Amon, who turned out that such developments can accelerate the timeline of the IQ Agency to pay a new wave of demand for smartphones and computers.
“Deepseek-R1 and other similar models have recently shown that artificial intelligence models are developing faster, and they are smaller, more capable, effective and now capable of directly.”
“With our entry into the era of artificial intelligence inference, we expect that as training in the cloud continues, the inference will work increasingly on the device, which makes Amnesty International easier, customized, and effectively. This will encourage more targeted development and direction of models and applications that, We expect to pay for the adoption, and thus, demand for Qualcomm platforms through a set of devices.
The CEO and President of Qualcomm, Cristiano Amon, will attend the first day of the web summit in Lisbon, Portugal, on November 12, 2024. ·Nurphoto via Getty Images
arm (armRENE HAAS CEO has argued that the UK architecture designer will benefit from low -cost artificial intelligence for consumer devices, until he took a blow to NVIDIA.
“Although a great product like Nvidia’s Grace Blackweell, you will never be able to put it on a mobile phone, and you will never be able to put it in earphones. You can’t even put it in a car. But the arm in all these places.”
Laura Praton is a reporter for Yahoo’s funding. Follow it on Bluesky @laurabratton.bsky.social. Email it on [email protected].
