Deepseek shocked AI World this week. This is how the executive directors of technology responded

Microsoft Executive Director Satya Nadela commented on her “true innovation”. Openai Altman himself described him as “apparently a great model.” Apple Executive Director Tim Cook said that “the innovations that move efficiency is a good thing.” And Palants Alex Carp said he shows the importance of “efforts of all countries.”

Technical CEOs spoke about China Deepseek, which erupted from the unknown in the center of the technology universe this week. In the last few days, these performers and many of their peers have addressed questions about the new artificial intelligence model of the start -up lab, which has amazed experts and has been much more rated to create from competitive models in the United States

Deepseek’s mobile app fired to the top of the charts On the Apple App Store earlier this week and stayed at the leading spot on Friday before Openai Chatgpt. It reports that his new R1 model, which opponents on Openai’s O1, costs only $ 6 million to create Chipmakers shares sent Nvidia and Broadcom Down 17% on Monday, deletion Combined $ 800 billion market cap.

The weather was great. Deepseek’s inventing landed just like technology Profit was about to start, with MetaMicrosoft, Tesla and Apple all report between Wednesday and Thursday and Week in To President Donald Trump Second service mandate. Trump emphasized the importance of US victory in AI, especially against China, and in the first week back in the White House announced a project called Stargate This calls Openai, Oracle and Softbank Invest billions of dollars to increase internal AI infrastructure.

There was a lot of debate online about the importance of the presentation of Deepseek and whether the financial achievements were real. A new report from Semianalysis research calculated Deepseek’s costs are “much higher than $ 500 million in the company’s history.”

But it was an inevitable topic this week throughout the industry. AI is the focus of any company right now, especially in technology where industry leaders spend tens of billions of dollars, building data centers and buying advanced chips to develop helpful models. For the leaders of US technology companies, the unifying aspect is the need to defeat China’s main opponent in the decisive technology of the future.

“Technology is not inherently good” and can pose threats in the wrong hands, said Carp, CEO of Palantir, said Sarah Eisen of CNBC In an interview that was broadcast on Friday. “We have to admit this, but it also means that we have to run harder, run faster, and have efforts for all countries.”

Cook was asked by an Apple win analyzer if Deepseek’s developments have changed his views on the company’s margins and the potential to reduce the cost of calculating. Cook whose company had just reported a A record gross marginoffer an unclear answer.

“In general, I think the innovations that move efficiency is a good thing,” he said. “And, you know, you see this in this model. Our strict integration of silicon and software, in my opinion, will continue to serve us very well.”

A day earlier, Meta CEO Mark Zuckerberg He assumed that the general situation was nuanced and that early reports and results of a model did not radically change the equation. Meta said last week that it will become Invest Between $ 60 and $ 65 billion in 2025 to expand its computer infrastructure related to artificial intelligence.

“It is probably too early to have a strong opinion on what this means about the trajectory around the infrastructure and Capex,” Zuckerberg told Deepseek, to his company Call the fourth quarter profitS “There are a bunch of trends that happen here at once.”

Of Microsoft’s callNadella said in her opening remarks that people who want to manage the Depepeek R1 “will soon be able to” the company’s Copilot+ PC and the GPU blocks (GPU) of Windows.

Later in the conversation, Nadela was asked by an analyst if “we see an AI scale now at a lower price”.

“What is happening to AI is no different than what happens to the ordinary calculation cycle,” said Nadella, adding that “it’s always about bending the curve and then placing more points on the curve. “

He said Deepseek shows some “real innovations” and that Openai, which Microsoft Backs, sees similar improvements. In the end, he said, “Everything is coditated” with customers as major beneficiaries.

LinkedIn co -founder Reed Hoffman, an early investor in Openai and a member of the Microsoft board, who also co -founded AI’s flexion, told CNBC that this was not a panic. Hoffman revealed his last AI startup this week called Manas Ai, backed by nearly $ 25 million, with a mission to try and speed up the drug detection process.

Hoffman said that while Deepseek can encourage US companies to pick up the pace and share their plans earlier, new revelations do not suggest that big models are a bad investment.

“The racing game is included,” he said. “But I don’t think it’s” Oh God, we lose! “as American technology.”

Openai is probably the most direct competitor, and CEO Altman called R1 “apparently a great model” at an event in Washington, Colombia County, on Thursday. He also echoed the mood expressed by President Trump, who said Deepseek should be “Awakening a call” We are technology.

“This is a reminder of the level of competition and the need for democratic AI to win,” Altman said. “This is a strong model and I think it is also a reminder of the level of interest in reasoning, the level of interest in the open code.”

Early in the week, Altman it takes to x to uphold Openai’s intentions to continue to press forward.

“Obviously, we will deliver much better models,” he wrote in a publication on January 27. “And it is also legitimately invigorating to have a new competitor!”

– CNBCs Jordan Novet, Hayden Field, Kif Leswing, Ashley Capoot and Jonathan Vanian have contributed to this report.

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