DeepSeek Calls for Deep Breaths From Big Tech Over Earnings
Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.
US tech companies can reassure investors with real details about AI.
Photographer: Yuki Iwamura/Bloomberg
By now, almost everyone has heard about DeepSeek, the Chinese-made AI that has taught the US a thing or two about building cheaper artificial intelligence. For the chief executive officers of the big US tech companies, the timing is more than a little awkward.
This week will feature the first cluster of tech earnings — from Meta Platforms Inc., Microsoft Corp. and Apple Inc. — since DeepSeek’s emergence as a bona fide threat. Next week brings those of Google parent Alphabet Inc. and Amazon.com Inc. (Nvidia Corp., the company hardest hit, is perhaps grateful that its earnings fall outside the pack, due instead at the end of next month.)