Big Tech Responds to AI Startup DeepSeek's Market Impact

In This Article:

* GOOG: -3.19%
* AMZN: -4.05%
* META: +0.36%
* MSFT: -1.46%
* QCOM: -0.80%

Wave of Tech Earnings Amid DeepSeek Disruption

In recent weeks, a wave of tech giants have reported quarterly earnings, with several addressing the impact of DeepSeek, a Chinese AI startup.

Microsoft Embraces DeepSeek, Sees AI Commoditization

Microsoft CEO Satya Nadella praised DeepSeek's innovations and announced the integration of its models into Microsoft platforms. He emphasized the potential for AI commoditization and expressed optimism about the firm's future.

Meta Nonchalant Despite Competition

Meta CEO Mark Zuckerberg acknowledged DeepSeek as a competitor but remained relatively unconcerned about its impact on Meta's AI spending. He also emphasized the importance of establishing an American AI standard.

Apple Adopts Prudent Approach

Apple CEO Tim Cook acknowledged the efficiency of DeepSeek's innovations but maintained a cautious stance on spending. The iPhone maker's shares surged despite the AI disruption.

Google Confident in Superiority of Gemini Flash

Google CEO Sundar Pichai expressed confidence in Google's Gemini Flash AI models, highlighting their efficiency and full-stack development. He believes the reduced cost of AI will create more feasible use cases.

Amazon Sees Investment Surge Despite Cost Reductions

Amazon CEO Andy Jassy dismissed expectations of an AI investment downturn due to cost reductions. Amazon plans to spend a cumulative $325 billion on AI infrastructure in 2025, a 46% increase from 2024.

Advanced Micro Devices Expects Growth from AI Innovations

AMD CEO Lisa Su expressed optimism about the impact of DeepSeek's innovations on AI investment, pointing to recent large-scale AI infrastructure projects.

Qualcomm Enthusiastic About AI-Driven Demand

Qualcomm CEO Cristiano Amon believes DeepSeek's developments will accelerate the adoption of AI on smartphones and PCs. He expects this to drive increased demand for Qualcomm platforms.

Arm Benefits from Lower-Cost AI for Consumer Devices

Arm CEO Rene Haas highlighted the potential benefits of lower-cost AI for consumer devices, noting Arm's presence in mobile, wearable, and automotive chip markets.