DeepSeek sinks stocks, Big Tech earnings, and AI for cancer: AI news roundup

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Graphic: Images: Justin Sullivan, David Paul Morris/Bloomberg, Chesnot, Justin Sullivan / Staff
Graphic: Images: Justin Sullivan, David Paul Morris/Bloomberg, Chesnot, Justin Sullivan / Staff

Chinese artificial intelligence startup DeepSeek sparked a global tech stock sell-off earlier this week that saw chip leader Nvidia lose almost $600 billion in market value — a record-setting loss for a U.S. company.

Meanwhile, investors awaited earnings results from Meta, Microsoft, and Apple.

Read about this and more in this week’s AI news roundup.

Microsoft stock falls almost 5% after modest Azure growth

Microsoft CEO Satya Nadella at OpenAI DevDay on November 6, 2023 in San Francisco, California. - Photo: Justin Sullivan (Getty Images)
Microsoft CEO Satya Nadella at OpenAI DevDay on November 6, 2023 in San Francisco, California. - Photo: Justin Sullivan (Getty Images)

Microsoft (MSFT) shares fell by around 5% during after-hours trading on Wednesday after it reported Azure cloud computing growth toward the bottom range of expectations.

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Meta stock climbs after earnings beat on AI, smart glasses

Meta CEO Mark Zuckerberg wearing Orion AR glasses during Meta Connect in Menlo Park, California on September 25, 2024. - Photo: David Paul Morris/Bloomberg (Getty Images)
Meta CEO Mark Zuckerberg wearing Orion AR glasses during Meta Connect in Menlo Park, California on September 25, 2024. - Photo: David Paul Morris/Bloomberg (Getty Images)

Meta (META) stock climbed by around 4% in after-hours trading after chief executive Mark Zuckerberg said on the company’s earnings call that it plans to invest “hundreds of billions of dollars” in artificial intelligence infrastructure in the long term.

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Alibaba says it has an AI model even better than DeepSeek

Alibaba Group at Viva Technology on June 14, 2023 in Paris, France. - Photo: Chesnot (Getty Images)
Alibaba Group at Viva Technology on June 14, 2023 in Paris, France. - Photo: Chesnot (Getty Images)

Days after Chinese artificial intelligence startup DeepSeek sparked a global tech stock sell-off, a homegrown rival said its new AI model performed even better.

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Microsoft thinks China’s DeepSeek might have used OpenAI’s tech before its big breakthrough

In this photo illustration, the DeepSeek app is displayed on an iPhone screen on January 27, 2025 in San Anselmo, California. - Image: Justin Sullivan / Staff (Getty Images)
In this photo illustration, the DeepSeek app is displayed on an iPhone screen on January 27, 2025 in San Anselmo, California. - Image: Justin Sullivan / Staff (Getty Images)

Microsoft (MSFT) and OpenAI are investigating whether a group connected to the Chinese AI startup DeepSeek accessed OpenAI’s data without permission, according to a new report.

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Big Tech has a big DeepSeek problem

DeepSeek logo displayed on a smartphone. - Illustration: Omer Taha Cetin/Anadolu (Getty Images)
DeepSeek logo displayed on a smartphone. - Illustration: Omer Taha Cetin/Anadolu (Getty Images)

Big Tech’s multi-billion dollar spending on artificial intelligence will be under investor scrutiny this week — even more so after China’s DeepSeek sent shockwaves through Wall Street and Silicon Valley with a cheap yet competitive AI model.

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The White House is looking into DeepSeek over national security concerns

The DeepSeek app is displayed on an iPhone screen on January 27, 2025 in San Anselmo, California. - Illustration: Justin Sullivan (Getty Images)
The DeepSeek app is displayed on an iPhone screen on January 27, 2025 in San Anselmo, California. - Illustration: Justin Sullivan (Getty Images)

The White House is looking into national security concerns over the Chinese artificial intelligence app DeepSeek after its developer prompted a global tech sell-off.

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DeepSeek is the ‘Temu of AI,’ analysts say

Photo: Greg Baker/AFP (Getty Images)
Photo: Greg Baker/AFP (Getty Images)

After traders sold off global technology stocks en masse Monday on news of a Chinese artificial intelligence competitor, some aren’t too concerned with DeepSeek’s seemingly meteoric rise.

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Trump says DeepSeek’s AI bombshell should be a ‘wake-up call’ for Big Tech

Donald Trump addresses the 2025 Republican Issues Conference at the Trump National Doral Miami on January 27, 2025 in Doral, Florida. - Photo: Joe Raedle (Getty Images)
Donald Trump addresses the 2025 Republican Issues Conference at the Trump National Doral Miami on January 27, 2025 in Doral, Florida. - Photo: Joe Raedle (Getty Images)

The release of DeepSeek-R1, a new open-source reasoning model from a Chinese artificial intelligence startup, should be a “wake-up call” for the U.S. tech industry, President Donald Trump said.

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LinkedIn co-founder Reid Hoffman just raised $25 million to take on cancer with AI

Reid Hoffman, partner at Greylock Partners, during the Bloomberg Technology Summit in San Francisco, California, US, on Thursday, May 9, 2024. - Image: Bloomberg / Contributor (Getty Images)
Reid Hoffman, partner at Greylock Partners, during the Bloomberg Technology Summit in San Francisco, California, US, on Thursday, May 9, 2024. - Image: Bloomberg / Contributor (Getty Images)

LinkedIn (MSFT) co-founder and venture capitalist Reid Hoffman on Monday launched an AI startup aimed at discovering new treatments for cancer.