Bloomberg Technology
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.
42:28
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Quick takeaways
- ASML's record surge reflects the growing AI demand, despite geopolitical challenges impacting their sales in China.
- T-Mobile's strong subscriber growth highlights the competitive landscape's evolution amid increasing data demand driven by AI applications.
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