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30 Jan 2025

Microsoft's Q2 Earnings: Cloud Revenue Miss Overshadows AI Growth

Microsoft's Q2 fiscal 2025 results show strong overall performance but a slight miss in Intelligent Cloud revenue. The company's AI business is growing rapidly, reaching a $13 billion annual revenue run rate.

2 Sources

29 Jan 2025

ASML Reports Strong Q4 Results Amid AI Chip Demand Surge and DeepSeek Concerns

ASML, the Dutch semiconductor equipment manufacturer, reports impressive Q4 2024 results with surging orders and strong revenue growth, driven by AI chip demand. The company faces both opportunities and challenges in the evolving semiconductor landscape.

3 Sources

AI Market Turbulence: DeepSeek's Innovation Sparks Tech Stock Volatility

Chinese AI startup DeepSeek's breakthrough in large language models causes market fluctuations, impacting major tech companies and raising questions about future AI investments.

8 Sources

OpenAI Launches ChatGPT Gov: Tailored AI for U.S. Government Agencies

OpenAI introduces ChatGPT Gov, a specialized version of its AI chatbot designed for U.S. government agencies, offering enhanced security and compliance features while maintaining advanced AI capabilities.

5 Sources

Microsoft and OpenAI Investigate Potential Data Breach by DeepSeek-Linked Group

Microsoft and OpenAI are probing whether a group associated with Chinese AI startup DeepSeek improperly accessed OpenAI's data through its API, potentially violating terms of service and raising concerns about AI competition and data security.

8 Sources

SoftBank in Talks to Invest $500M in Robotics Startup Skild AI at $4B Valuation

SoftBank is negotiating a significant investment in Skild AI, a robotics startup developing a foundational AI model for various types of robots. This move highlights the growing interest in AI-powered robotics and SoftBank's ambitious AI strategy.

2 Sources

Quartz's AI-Generated News Articles Raise Concerns Over Accuracy and Journalistic Integrity

Quartz, owned by G/O Media, has been publishing AI-generated news articles, sparking debates about accuracy, sourcing, and the future of journalism.

2 Sources

Chinese AI Startup DeepSeek Shakes Global Tech Markets, Sparking Concerns Over US AI Dominance

DeepSeek's unveiling of a competitive AI model at potentially lower costs has triggered a significant sell-off in tech stocks globally, raising questions about the future of AI industry leadership and infrastructure investments.

2 Sources

DeepSeek's AI Breakthrough Triggers $108 Billion Tech Selloff, Shaking Nvidia's Dominance

A Chinese AI startup's cost-effective model sparks a major tech selloff, causing significant losses for industry giants and billionaires, while challenging the narrative of AI development requiring massive investments.

2 Sources

Japanese Tech Stocks Tumble as Chinese AI Startup DeepSeek Challenges US Dominance

Japanese semiconductor and tech stocks face significant losses as Chinese AI startup DeepSeek's advancements spark concerns about US leadership in AI, leading to a broader tech selloff.

2 Sources

28 Jan 2025

Alibaba Unveils Qwen 2.5-Max AI Model, Claiming Superiority Over DeepSeek and Other Rivals

Alibaba has released a new version of its AI model, Qwen 2.5-Max, claiming it outperforms competitors like DeepSeek, ChatGPT, and Meta's Llama. This move comes amid intense competition in the AI industry, particularly from the rapidly rising Chinese startup DeepSeek.

17 Sources

OpenAI Reconsiders Open-Source Strategy Amid DeepSeek's Disruption

OpenAI CEO Sam Altman admits the company has been on the "wrong side of history" regarding open-source AI development, as Chinese startup DeepSeek's success sparks industry-wide debate on AI strategies and market dynamics.

14 Sources

Microsoft's AI Investments Under Scrutiny as Cloud Growth Slows and Competition Intensifies

Microsoft's recent earnings report reveals slower cloud growth and higher AI spending, raising investor concerns amid intensifying competition from Chinese AI startups like DeepSeek.

5 Sources

DeepSeek's AI Breakthrough: Implications for Nvidia and the AI Industry

Chinese startup DeepSeek claims to have developed an AI model comparable to ChatGPT at a fraction of the cost, causing Nvidia's stock to plummet. This development raises questions about the future of AI chip demand and Nvidia's market position.

35 Sources

DeepSeek-R1: A Game-Changer in AI Reasoning and Cost-Efficiency

DeepSeek's open-source R1 model challenges OpenAI's o1 with comparable performance at a fraction of the cost, potentially revolutionizing AI accessibility and development.

6 Sources

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