Ahead of a big day for markets, Kevin Green sets the table on what to expect from the FOMC and Jerome Powell's first press conference of 2025. Tech earnings will be in focus, with ASML saying "A.I.
China-based AI lab DeepSeek announced it released AI models (including R1) that took two months to build using less-powerful Nvidia Corp NVDA H800 chips, costing far less to build than LLMs today.
The artificial intelligence (AI) sector is increasingly becoming a battleground for intellectual property disputes, with OpenAI and Microsoft now probing possible unauthorised access to OpenAI's technology. The investigation, reported by Bloomberg, focuses on whether data was extracted from OpenAI's application programming interface (API) by a group linked to Chinese startup DeepSeek.
Microsoft and OpenAI are investigating whether data output from OpenAI's technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence startup DeepSeek, according to people familiar with the matter. Bloomberg Intelligence analyst Robert Lea has more.
Microsoft and OpenAI are investigating whether data output from OpenAI's technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence startup DeepSeek, Bloomberg News reported on Tuesday.
Microsoft (MSFT) is set to report fiscal second-quarter earnings after the market closes Wednesday, with analysts largely bullish ahead of the results.
It's already been an action-packed week in the market, with news surrounding DeepSeek spooking many investors in the beloved AI trade. And this week's reporting docket will be sure to keep the story alive, particularly when considering we'll hear from OpenAI partner Microsoft MSFT.
Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs from China's DeepSeek that are shaking up the tech world and the stock market this week.
Microsoft Corp (NASDAQ:MSFT) was one of the very few large-cap tech firms that was spared from the DeepSeek rout, but this "felt about right", according to UBS, but the 14% fall for Oracle Corp (NYSE:ORCL, ETR:ORC) "felt excessive". The emergence of a potentially more efficient method for training artificial intelligence models "validates much of what Microsoft has been saying/doing of late", analysts at the Swiss bank said.
Microsoft will report fiscal second-quarter earnings on Wednesday afternoon.
OpenAI CEO Sam Altman posted a picture of himself with Microsoft CEO Satya Nadella on Tuesday and suggested their relationship is going well. Altman wrote that the "next phase" of their partnership is "gonna be much better than anyone is ready for!