RiskReversal Pod Deep Thoughts on DeepSeek with Dee Bosa
Feb 11, 2025
Deirdre Bosa, CNBC's TechCheck host and tech expert, joins to explore buzzing mega-cap tech earnings and the dynamic AI landscape. They dive into how AI innovations like DeepSeek are reshaping giants like Nvidia and Microsoft. Discussions include the competitive edge between Microsoft and OpenAI and the potential of artificial general intelligence. They also analyze the impact on ride-hailing services like Uber and Lyft amidst the rise of autonomous vehicles, highlighting the changing tides in tech investment and market sentiment.
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Evolving AI Landscape
- The AI trade initially had limited public market plays, focusing on hyperscalers like NVIDIA.
- The rise of custom chips and evolving AI models are changing the investment landscape.
CapEx Concerns
- Mega-cap tech earnings reactions highlighted investor concerns about CapEx and ROI.
- Microsoft, Google, and Amazon saw stock declines due to earnings growth and OPEX.
DeepSeek's Impact
- DeepSeek's innovation challenged U.S. tech dominance, particularly NVIDIA.
- Silicon Valley welcomed DeepSeek's tech advancements but Wall Street showed concern.