What DeepSeek’s AI breakthrough means for Meta, OpenAI, and Nvidia
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DeepSeek sinks stocks, Big Tech earnings, and AI for cancer: AI news roundup

DeepSeek sinks stocks, Big Tech earnings, and AI for cancer: AI news roundup

Plus, China's Alibaba said its upgraded Qwen2.5-Max AI model scored better than DeepSeek's V3

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Image for article titled DeepSeek sinks stocks, Big Tech earnings, and AI for cancer: AI news roundup
Graphic: Images: Justin Sullivan, David Paul Morris/Bloomberg, Chesnot, Justin Sullivan / Staff

Chinese artificial intelligence startup DeepSeek sparked a global tech stock sell-off earlier this week that saw chip leader Nvidia lose almost $600 billion in market value — a record-setting loss for a U.S. company.

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Meanwhile, investors awaited earnings results from Meta, Microsoft, and Apple.

Read about this and more in this week’s AI news roundup.

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Satya Nadella speaking with his hands up in front of a black backdrop with a large Microsoft logo
Microsoft CEO Satya Nadella at OpenAI DevDay on November 6, 2023 in San Francisco, California.
Photo: Justin Sullivan (Getty Images)

Microsoft (MSFT) shares fell by around 5% during after-hours trading on Wednesday after it reported Azure cloud computing growth toward the bottom range of expectations.

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Mark Zuckerberg wearing augmented reality glasses with a thick black frame
Meta CEO Mark Zuckerberg wearing Orion AR glasses during Meta Connect in Menlo Park, California on September 25, 2024.
Photo: David Paul Morris/Bloomberg (Getty Images)

Meta (META) stock climbed by around 4% in after-hours trading after chief executive Mark Zuckerberg said on the company’s earnings call that it plans to invest “hundreds of billions of dollars” in artificial intelligence infrastructure in the long term.

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Alibaba logo displayed on a white banner hanging from a ceiling
Alibaba Group at Viva Technology on June 14, 2023 in Paris, France.
Photo: Chesnot (Getty Images)

Days after Chinese artificial intelligence startup DeepSeek sparked a global tech stock sell-off, a homegrown rival said its new AI model performed even better.

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In this photo illustration, the DeepSeek app is displayed on an iPhone screen on January 27, 2025 in San Anselmo, California.
In this photo illustration, the DeepSeek app is displayed on an iPhone screen on January 27, 2025 in San Anselmo, California.
Image: Justin Sullivan / Staff (Getty Images)

Microsoft (MSFT) and OpenAI are investigating whether a group connected to the Chinese AI startup DeepSeek accessed OpenAI’s data without permission, according to a new report.

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DeepSeek logo displayed on a smartphone screen in a kaleidoscope style against a black background
DeepSeek logo displayed on a smartphone.
Illustration: Omer Taha Cetin/Anadolu (Getty Images)

Big Tech’s multi-billion dollar spending on artificial intelligence will be under investor scrutiny this week — even more so after China’s DeepSeek sent shockwaves through Wall Street and Silicon Valley with a cheap yet competitive AI model.

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DeepSeek app displayed on an iPhone screen
The DeepSeek app is displayed on an iPhone screen on January 27, 2025 in San Anselmo, California.
Illustration: Justin Sullivan (Getty Images)

The White House is looking into national security concerns over the Chinese artificial intelligence app DeepSeek after its developer prompted a global tech sell-off.

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Image for article titled DeepSeek sinks stocks, Big Tech earnings, and AI for cancer: AI news roundup
Photo: Greg Baker/AFP (Getty Images)

After traders sold off global technology stocks en masse Monday on news of a Chinese artificial intelligence competitor, some aren’t too concerned with DeepSeek’s seemingly meteoric rise.

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 Donald Trump addresses the 2025 Republican Issues Conference at the Trump National Doral Miami on January 27, 2025 in Doral, Florida.
Donald Trump addresses the 2025 Republican Issues Conference at the Trump National Doral Miami on January 27, 2025 in Doral, Florida.
Photo: Joe Raedle (Getty Images)

The release of DeepSeek-R1, a new open-source reasoning model from a Chinese artificial intelligence startup, should be a “wake-up call” for the U.S. tech industry, President Donald Trump said.

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Reid Hoffman, partner at Greylock Partners, during the Bloomberg Technology Summit in San Francisco, California, US, on Thursday, May 9, 2024.
Reid Hoffman, partner at Greylock Partners, during the Bloomberg Technology Summit in San Francisco, California, US, on Thursday, May 9, 2024.
Image: Bloomberg / Contributor (Getty Images)

LinkedIn (MSFT) co-founder and venture capitalist Reid Hoffman on Monday launched an AI startup aimed at discovering new treatments for cancer.

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NRF ‘25 Retail’s Big Show in New York on Jan. 14, 2025.
NRF ‘25 Retail’s Big Show in New York on Jan. 14, 2025.
Photo: Francisco Velasquez/Quartz

AI is no longer just a buzzword in retail. It’s a tool retailers are increasingly deploying to transform their business operations.

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Tim Cook is small in the bottom right side of the photo speaking with both of his hands up, an apple logo on a black backdrop is behind him
Apple CEO Tim Cook at the Apple Worldwide Developers Conference on June 5, 2023 in Cupertino, California.
Photo: Justin Sullivan (Getty Images)

Apple (AAPL) is expected to release its fiscal first quarter results after the market closes on Thursday.

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nvidia logo on corner of sharp-edged grey building
Nvidia headquarters on February 23, 2024 in Santa Clara, California.
Photo: Andrej Sokolow/picture alliance (Getty Images)

Nvidia (NVDA) addressed its tumbling stock on Monday by saying Chinese artificial intelligence startup DeepSeek will need more of its chips for new models.

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DeepSeek, a Chinese artificial intelligence startup, is raising questions over the U.S.’s dominance in the field.
DeepSeek, a Chinese artificial intelligence startup, is raising questions over the U.S.’s dominance in the field.
Image: Andrey Rudakov/Bloomberg (Getty Images)

Chinese artificial intelligence startup DeepSeek said it would temporarily limit signups after being the victim of “large-scale malicious attacks” on its servers.

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illustration of deepseek logo on a smartphone screen with a kaleidiscope-type effect
Photo illustration of DeepSeek’s logo on a smartphone screen.
Illustration: Omer Taha Cetin/Anadolu (Getty Images)

A Chinese artificial intelligence startup is rattling Silicon Valley and Wall Street after it demonstrated AI models on par with OpenAI’s — for a fraction of the cost and energy.

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