DEEPSEEK’s AI budget, in which DEEPSEEK fell in NVIDIA’s stocks, seemed to be in danger last week, according to speculation that the inexpensive AI model would lower the demand for AI chips and data centers.
Sundar Pichai, the CEO of the alphabet, was praised by the Chinese AI company for “huge” in the latest revenue calls (some of Gemini’s models were efficient).
But like Meta, the alphabet does not abandon the towel in the Big Tech’s AI spending war. Alphabet announced in the latest revenue report that it will increase capital expenditures to $ 75 billion this year.
Alphabet says that inexpensive AI will basically improve the demand for services instead of threatening the business model. The company pointed out that this user can benefit from reasoning thanks to billions of existing users.
Pichai said, “One of the reasons we are so excited about AI is that we know that we can pursue special use cases because the actual costs continue to fall. call. “And that’s an opportunity space. It is as big as it comes, so you see what we invest to meet that moment. ”
Meta CEO Mark Zuckerberg presented a similar opinion in Meta’s earnings phone last week, and promised to consume hundreds of billions in AI in the long run despite all the deep buzz.
All of these fans are not turned off, but at this time, anyone can guess when the technology giants can afford AI bills and when the speed is slow.
