Bloomberg Daybreak: Asia Edition US Launches Probe on Potential DeepSeek-Nvidia Link
Jan 31, 2025
Catherine Thorbecke, an Asia Tech columnist for Bloomberg Opinion, delves into the U.S. investigation surrounding DeepSeek and its suspected acquisition of Nvidia chips. She highlights the implications for global tech innovation and U.S.-China relations. David Aspell shares insights into the macroeconomic landscape, discussing market volatility and investment strategies. Bill Adams, Chief Economist at Comerica Bank, analyzes the U.S. economy, the Federal Reserve's future actions, and the resilience of Asian markets amidst changing economic policies.
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DeepSeek Investigation
- The U.S. is investigating DeepSeek for potentially circumventing NVIDIA chip restrictions.
- DeepSeek's AI advancements, despite restrictions, challenge the West's dominance narrative.
OpenAI's Irony
- Microsoft and OpenAI are investigating if DeepSeek improperly used OpenAI models for training.
- This raises questions about OpenAI's stance on intellectual property, given its own data scraping practices.
China's AI Innovation
- DeepSeek's advancements surprised the West, demonstrating China's innovation capabilities.
- DeepSeek achieved breakthroughs at a lower cost than Silicon Valley giants, challenging assumptions about China's AI progress.