This calls for building more data centers, servers and other infrastructure for processing.Microsoft CEO Satya Nadella also said his company plans to keep spending on data centers, especially as its AI business is booming. In Microsoft’s just-concluded fiscal second quarter, the segment’s annual revenue run rate was billion, up year over year.Nadella acknowledged that DeepSeek had some innovations worth considering but pointed out that the AI industry has been adding efficiencies and lowering costs for customers already.
Nadella said this will continue because of the AI scaling law and vietnam mobile database Moore’s Law. The scaling law dictates that the more data and computing power are given to an AI model, the better it performs. Moore’s Law, although slowing down, predicts that the number of transistors on a microchip will double roughly every two years with minimal cost increase.
These two combined will lead to cheaper and more powerful AI, he said.Anthropic CEO: DeepSeek’s Threat to US Lead ‘Greatly Overstated’Anthropic CEO Dario Amodei said talk about DeepSeek posing a threat to U.S. leadership in AI is greatly overstated, according to a personal essay.DeepSeek’s inexpensive training of its AI models follows the typical curve of costs going down as AI models become more efficient.