Bloomberg Tech ASML's Record Surge, Microsoft Investigates DeepSeek Code
Jan 29, 2025
T-Mobile CEO Mike Sievert dives into his company's strong fourth-quarter earnings, revealing exciting details about a secret partnership with Apple aimed at integrating SpaceX's Starlink service. He discusses the evolving telecom landscape, highlighting T-Mobile's growth strategies amid increasing competition. They also touch on ASML's record surge driven by AI demand and examine the controversy surrounding Microsoft’s investigation into DeepSeek’s code—throwing a spotlight on data privacy in the tech world.
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ASML Sees DeepSeek as Beneficial
- ASML CEO believes DeepSeek will democratize AI, leading to wider usage.
- This increased demand for chips benefits ASML, a chip equipment maker.
T-Mobile's AI Advantage
- T-Mobile's CEO, Mike Sievert, states that increased AI usage will highlight their network capacity advantage.
- Ookla and OpenSignal have recognized T-Mobile's superior network capacity.
DeepSeek Data Privacy Concerns
- Avoid putting proprietary information into untested AI apps like DeepSeek.
- Conduct thorough security testing before using such apps for sensitive data.