Deepseek shocked the AI ​​world this week. This is the response of the chief executive of science and technology

Microsoft CEO Satya Nadella commented on its “real innovation”. Openai's Sam Altman describes it as “obviously a great model”. apple Tim Cook, CEO, said: “Innovation of efficiency is a good thing.” And and and and and. Palantir's Alex Karp said it shows the importance of “national efforts”.

The chief executive officer of science and technology is talking about Deepseek in China. This week, he was obscured and entered the center of the science and technology industry. In the past few days, these executives and many of their peers have solved the problem of new artificial intelligence models on launch laboratory. This model shocked experts. According to reports, the cost benefits created were higher than the American competitive model. Essence

DeepSeek's mobile app is on the top of the Apple App Store earlier this week, and has stayed at the leading place before OpenAI's ChatGPT. It is reported that its new R1 model is comparable to the OPENAI O1. It only takes $ 6 million to create the stock of remittance shares Nvidia and Broadcom It fell 17 % on Monday and deleted a total of $ 800 billion in market value.

The timing is clear. DeepSeek's launch has landed, just as the technical income season is about to begin, Yuan,Microsoft, Tesla All reports between Apple and Donald Trump's second term between Wednesday and Thursday. Trump emphasizes the importance of winning the United States in AI, especially the importance to China. In his first week, the White House announced a project called Stargate. The project called for Oracle SoftBank's investment billions of dollars to promote domestic AI infrastructure.

There are many arguments on the importance of DeepSeek's launch and whether financial achievements are true. A new report by the company's semi -analysis estimates that the cost of DeepSeek is “much higher than the company's history than 500 million US dollars.”

But this is an inevitable topic of the entire industry this week. AI is currently the focus of each company. Especially in technology, in technical leaders, industry leaders have spent billions of dollars to establish data centers and purchase advanced chips to develop more powerful models. For the leaders of American technology companies, a unified aspect is to defeat Chinese chief opponents in future definition technologies.

Palantir's CEO Karp told CNBC's Sara Eisen in an interview on Friday. “We must admit this, but this also means that we must work harder, run faster, and make national efforts.”

Analysts asked the analyst of Apple's income telephone, if DeepSeek's development project changed his views on the company's profit margin and the possibility of calculating costs. Cook's company has just reported a record -recorded gross profit margin, and he provided a vague response.

He said: “In general, I think the innovation of promoting efficiency is a good thing.” “And, you know, this is what you see in this model. I think the close integration of silicon and software will continue We provide good services. “

One day ago, Mark Zuckerberg, the attendant of the head of state, suggested that the overall situation is subtle, and the early reports and results of a single model cannot fundamentally change the equation. Meta said last week that it will invest 60 billion to 65 billion US dollars in 2025 to expand its computing infrastructure related to artificial intelligence.

When Tagberg talked about Deepseek's fourth quarter income phone call: “Now this means that this is too early for the trajectory of infrastructure and capital expenditure.” “” “

In Microsoft's phone, Nadella said in an introductory speech that people who want to run Deepseek R1 can soon be “can” on the company's Copilot+ PC and the graphics processing unit (GPU) on Windows.

Later, the analyst asked whether Nadella “see the AI ​​meter at a lower cost.”

Nadella replied: “What happened in AI and the situation of the conventional calculation cycle is not different.” He added: “This always has to bend the curve, and then raise more points to the curve.”

He said Deepseek is showing some “real innovation”, and OpenAi supported by Microsoft has also seen similar improvements. In the end, he said, “Everything is commoditized.” Customers are the main beneficiaries.

LinkedIn co -founder Reid Hoffman was an early investor in Openai and a member of the Microsoft board of directors. He also founded AI with AI. He told CNBC that there was no time to panic. Hoffman launched his latest AI startup this week, called Manas AI and received nearly $ 25 million in support. The task is to try to accelerate the process of drug discovery.

Hofman said that although DeepSeek may encourage American companies to improve the pace and share their plans faster, the new revelation does not show that large models are a bad investment.

He said: “The competition has begun.” “But I don't think this is 'oh, my God, we are losing!' As American technology.”

OpenAI may be the most direct competitors. CEO Altman called R1 in a event in Washington, D.C. “Obviously a great model.” He also responded to the emotions expressed by President Trump, and he said that Deepseek should be a “wake -up call” for American technology.

Aldman said: “This reminds people of the level of competition and the need for democracy to win.” “This is a powerful model. I think this also reminds people's interest in reasoning and the level of open source interest.”

Earlier this week, Altman went to X, advocating the intention of OPENAI to continue.

He wrote in his post on January 27: “We will obviously provide better models. Moreover, there is a new competitor, which is legal!”

-CNBCS JORDAN NOVET, Hayden Field, Kif Leswing, Ashley Capoot and Jonathan Vanian contributed to this report.

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