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With Earnings Underway, What Is Big Tech Saying About DeepSeek?
Earnings Scheduled For January 30, 2025
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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.
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