Inside Microsoft’s quick embrace of DeepSeek
Distilled R1 models can now run locally on Copilot Plus PCs, starting with Qualcomm Snapdragon X first and Intel chips later. This brings a lot more AI capabilities to Windows, and it’s something Microsoft was already working on with its Phi Silica language models.
"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...
Amy Hood's steady, simple response to the upheaval caused by news of a low-cost, competitive AI rival offers a model for how ...
DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good ...
Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.
DeepSeek is causing havoc throughout the AI industry. U.S.-based tech companies that have heavily invested in AI saw their ...
Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be ...
Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility ...
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