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Tesla, Apple And 3 Stocks To Watch Heading Into Thursday
Microsoft and Meta both stated that "DeepSeek does not have an impact"; capital expenditures are stable, can NVIDIA breathe a sigh of relief?
NVIDIA's stock price, which was affected by DeepSeek, has not been boosted. On one hand, many investors are worried about the massive investments made by USA technology giants in AI without corresponding profits; on the other hand, Microsoft and Meta have both emphasized the importance of inference, but NVIDIA's GPUs are mainly used for training.
Coming Up Live: Apple Q1 FY2025 earnings conference call
Microsoft's $13 Billion Run Rate And OpenAI Azure Deal Spark Surge In Enterprise Demand For AI Solutions: Just 'First Tranche' Of Future Growth Potential
Microsoft conference call: DeepSeek is Bullish, AI Business annual revenue running rate has now exceeded 13 billion dollars, a year-on-year increase of 175%.
Microsoft CEO Satya Nadella stated that Deepseek indeed has some real innovations. He mentioned that when the token price decreases and the cost of inference computing drops, it means that people can consume more. Nadella also informed investors that the company's AI business currently has a revenue run rate exceeding 13 billion dollars, an increase of 175% compared to the same period last year.
Tesla, Meta, Microsoft, IBM, Nvidia: Why These 5 Stocks Are On Investors' Radars Today
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