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AI News Briefs #31 by Alexandru Dan

by Razvan Dutu

Microsoft, Meta CEOs defend hefty AI spending after DeepSeek stuns tech world

Date: January 30, 2025
Source: Global Banking and Finance Review
Microsoft and Meta CEOs defended their massive AI spending after DeepSeek revealed a breakthrough in cheap AI computing. Microsoft has earmarked $80 billion for AI this fiscal year, while Meta has pledged up to $65 billion. The CEOs argued that building huge computer networks is necessary to serve growing corporate needs, despite the significant spending and lack of immediate payoffs.
Link: https://www.globalbankingandfinance.com/USA-TECH-AI-SPENDING-6bc5d9e7-696c-4ad6-8d27-0269a2550c06

Microsoft Rolls Out DeepSeek’s AI Model on Azure

Date: January 30, 2025
Source: Microsoft Tech Community
Microsoft has announced the availability of DeepSeek R1, a groundbreaking AI model, on Azure AI Foundry and GitHub. This addition joins a diverse portfolio of over 1,800 models, including frontier, open-source, industry-specific, and task-based AI models. DeepSeek R1 offers powerful, cost-efficient AI capabilities with minimal infrastructure investment, and it has undergone rigorous safety evaluations to ensure robust security measures.
Link: https://techcommunity.microsoft.com/discussions/marketplace-forum/deepseek-r1---now-available-on-azure-ai-foundry-and-github/4372176

Microsoft shares slide as cloud forecast, AI spending disappoint

Date: January 30, 2025
Source: Reuters
Microsoft's shares fell more than 5% after the company forecast disappointing growth in its cloud computing business and lower spending on artificial intelligence. Investors are concerned about the impact on Microsoft's future performance.
Link: https://www.fidelity.com/news/article/default/202501291938RTRSNEWSCOMBINED_KCN3EJ1WI-OUSBS_1

Is China winning the AI race?

Date: January 29, 2025
Source: The Washington Post
The article discusses whether China is winning the AI race, exploring various AI tools and models coming out of China, including the KIMI reasoning model and Trae AI code editor from ByteDance. It also compares these developments with those in the US, raising questions about who is leading in the AI field.
Link: https://www.youtube.com/watch?v=mQoHO7xUE1E

OpenAI Investigates Potential Data Breach Linked to DeepSeek

Date: January 29, 2025
Source: AICyclopedia
OpenAI and Microsoft are investigating a suspected data breach involving Chinese AI startup DeepSeek. The incident involves large-scale data scraping through OpenAI's API, raising concerns about intellectual property rights and global AI competition. DeepSeek's AI model R-1 has disrupted the tech industry, but its methods, including 'distillation' techniques, are under scrutiny for potential misuse.
Link: https://aicyclopedia.com/microsoft-and-openai-investigate-potential-data-breach-linked-to-deepseek/

AI-assisted works can get copyright with enough human creativity, says US copyright office

Date: January 29, 2025
Source: The Associated Press
Artists can copyright works they made with the help of artificial intelligence, according to a new report by the U.S. Copyright Office. The report clarifies the office's approach based on human creativity in authoring a work that warrants copyright protections. AI-assisted works are copyrightable if an artist's handiwork is perceptible or if an AI-generated work includes a human's creative arrangements or modifications. The report rejects copyright claims for fully machine-generated content.
Link: https://www.newsday.com/business/ai-copyright-office-artificial-intelligence-r12704

High-Flyer, the AI quant fund behind China’s DeepSeek

Date: January 28, 2025
Source: Wikipedia
High-Flyer is a Hangzhou-based hedge fund and AI company founded in 2015. It is the founder and backer of AI firm DeepSeek. High-Flyer uses AI models for investment, relying on deep neural networks and integrating market, macroeconomic, and alternative data to predict stock price changes. Despite initial success, High-Flyer faced losses due to poor AI model performance and market volatility. The company has continued to innovate, forming a new research body to explore artificial general intelligence.
Link: https://en.wikipedia.org/wiki/High-Flyer

Why DeepSeek could mark a turning point for Silicon Valley on AI

Date: January 29, 2025
Source: CNN
Silicon Valley is reassessing its approach to AI development following the emergence of DeepSeek, a Chinese start-up that has released an open-source AI model, R1, which rivals those from American tech giants at a significantly lower cost. This challenges the long-held belief that extensive financial resources and advanced infrastructure are essential for AI advancement. Experts note that the industry is shifting towards prioritizing efficiency and cost-effectiveness over merely increasing model power.
Link: https://edition.cnn.com/2025/01/29/tech/deepseek-silicon-valley-ai/index.html

Alibaba releases AI model it claims surpasses DeepSeek-V3

Date: January 29, 2025
Source: Economic Times
Chinese tech company Alibaba released a new version of its Qwen 2.5 artificial intelligence model, claiming it surpasses DeepSeek-V3. The release comes after DeepSeek's meteoric rise in the past three weeks, prompting a scramble among domestic competitors to upgrade their AI models. Alibaba's cloud unit announced that Qwen 2.5 outperforms GPT-4, DeepSeek-V3, and Llama-3.1-405B across various performance benchmarks.
Link: https://economictimes.indiatimes.com/tech/artificial-intelligence/alibaba-releases-ai-model-it-claims-surpasses-deepseek-v3/articleshow/117670287.cms

Apple’s holiday-quarter sales likely dented by AI delays, Chinese competition

Date: January 29, 2025
Source: TechWorldBD24
Apple's holiday-quarter sales are expected to be impacted by AI delays and competition in China. The decline in sales was steeper in China, where Apple's share fell by 10 percentage points to 17%. Weak iPhone demand and slow AI adoption also contributed to the sluggish revenue growth.
Link: https://techworldbd24.com/index.php/techworld/2577

IBM beats profit estimates as AI shift boosts software performance, shares surge

Date: January 29, 2025
Source: Global Banking and Finance Review
IBM surpassed fourth-quarter profit estimates driven by demand in its high-margin software unit, as businesses ramped up IT spending amid a rush to adopt data-intensive generative artificial intelligence technology. The company's software segment recorded its biggest revenue jump in five years, with IBM's AI Book of Business standing at over $5 billion inception-to-date.
Link: https://www.globalbankingandfinance.com/IBM-RESULTS-56f84761-d76d-4624-ac09-60ca38b0c462

Citește și articolul: ANALIZĂ XTB, Claudiu Cazacu: Lansarea noului model de AI al chinezilor de la DeepSeek a produs ecou în piața de capital. De ce au fost „șocate” bursele de varianta R1?

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