Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy market entry and the implications of its software optimizations that reduced LLM training costs and inference techniques compared to what we’re seeing from U.S. companies. […]
Categories AI, AI infrastructure, artificial intelligence, datacenters, DeepSeek, LLMs, meta, Microsoft