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Deepseek is a hot topic on earnings calls, execs fielding questions

Jan 30, 2025 - businessinsider.com
The article discusses the significant impact of DeepSeek, a Chinese AI technology, on Wall Street, as it has become a focal point in recent earnings calls. Executives from various companies, including AT&T, Flex, Corning, Microsoft, and IBM, have been addressing questions about DeepSeek's implications for their businesses. Despite initial market disruptions, the outlook on DeepSeek is generally optimistic, with expectations that it will lead to new applications, business models, and increased demand for AI infrastructure.

AT&T CEO John Stankey highlighted the potential of lower-cost AI like DeepSeek to drive innovation and new business models. Flex CEO Revathi Advaithi noted that DeepSeek could boost demand for data services, while Corning CEO Wendell Weeks emphasized the need for improvements in communication technologies to support AI advancements. Microsoft CEO Satya Nadella acknowledged DeepSeek's innovations, and IBM CEO Arvind Krishna viewed it as a validation of the company's focus on smaller models and efficient training times. Overall, DeepSeek is seen as a catalyst for growth and innovation in the AI industry.

Key takeaways:

  • Executives are increasingly fielding analyst questions about the business impact of DeepSeek.
  • Despite market disruption, the early outlook on DeepSeek is generally optimistic.
  • DeepSeek is expected to lead to new applications and business models due to its lower cost and efficiency.
  • DeepSeek's innovations are seen as a validation for smaller models and more reasonable training times in AI.
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