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DeepSeek, China AI Startup, Panics Markets

Bloomberg Surveillance

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Navigating AI and Cloud Economics

This chapter explores the relationship between AI adoption and the financial strategies of cloud providers like Microsoft and Apple. It discusses the implications of rising AI spending amid stagnant traditional tech budgets, contrasting capital expenditure strategies among leading tech companies. Additionally, the chapter delves into market reactions to the emergence of competitors like DeepSeek and the anticipated shifts in consumer behavior and technology investments.

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