TheCUBE Research’s John Furrier and Dave Vellante look at the impact of DeepSeek, the Chinese AI model shaking up the industry with its efficiency and geopolitical implications in this week’s theCUBE Pod episode. They explore whether this marks a new Cold War in AI, the shift from GPU-heavy computing to software-driven efficiency and how this could reshape the market for companies such as Nvidia, Cerebras and Dell.
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The discussion also covers the DOJ’s controversial decision to block HP’s merger with Juniper Networks, the broader AI arms race between the US and China and how these developments are transforming software innovation, developer opportunities and enterprise AI adoption.
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This Week in Enterprise:
Eek! It’s DeepSeek! Now every AI company is looking over its shoulder at this Chinese startup
Suddenly, it looks like a new world in artificial intelligence.
The Chinese startup DeepSeek’s cheap new AI model tanked tech stocks broadly, and AI chipmaker Nvidia in particular, this week as the big bets on AI companies spending to the skies on data centers suddenly look bad — for good reason.
But worries eased a bit as it became apparent it actually cost much more to create this AI model, DeepSeek cheated by helping itself to OpenAI’s data, and it has cybersecurity and privacy issues. Besides, many other efforts at cheaper models, in the U.S. and elsewhere, and often open-source too, are already out there or underway. We’re in a different place with AI but not radically so. Mostly investors got ahead of themselves. More on all that just below.
If tech titans thought new President Trump would be a godsend for their bottom lines, they have to be wondering this week, barely 12 days into his second administration, if they made the right choice. This week he issued a broad spending shutdown, only to rescind it after widespread panic just about everywhere, including in the business world. He threatened potentially huge tariffs on Taiwan chips that would kill U.S. chip and hardware companies’ business. He floated a TikTok deal with Oracle, or maybe Microsoft, or maybe not. And somehow he blamed DEI for a plane crash involving trained air traffic controllers and pilots. I could go on but I won’t.
Check out theCUBE Research Chief Analyst Dave Vellante’s Breaking Analysis earlier this week for his and Enterprise Technology Research Chief Strategist Erik Bradley’s top 10 enterprise tech predictions.
On the earnings front, Microsoft stumbled and so did ServiceNow, but IBM and Meta both beat, making investors happy. Even Intel did OK, such as it was, as did Apple despite an iPhone slowdown and China issues.
There’s no slowdown in antitrust yet: U.K. antitrust hawks may come down on Amazon Web Services and Microsoft in the cloud market, and Justice sued to block HPE from buying Juniper.
The drumbeat of cyber consolidation continued this week with several acquisitions.
Next week comes another spate of important earnings reports, headlined by the two other big cloud players, Amazon and Alphabet, as well as Palantir, NXP Semiconductor, Kyndryl, AMD, Qualcomm, Arm, Uber, Cloudflare and more.
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Watch the full lineup of theCUBE Pod
People mentioned in this podcast:
Antonio Neri, president and CEO of HPE
Lina Khan, former chair of the Federal Trade Commission
Donald Trump, 47th president of the United States of America
Steve Jobs, co-founder and former CEO and chairman of Apple Inc.
Arvind Krishna, chairman and CEO of IBM
Andy Jassy, president and CEO of Amazon
Stu Miniman, senior director of market insights for hybrid platforms at Red Hat
Ginni Rometty, co-chairman of OneTen, former CEO of IBM
Mark Zuckerberg, CEO of Meta Platforms
Liang Wenfeng, Chinese entrepreneur and businessman
Dylan Patel, founder of SemiAnalysis
Jeffrey Emanuel, founder and CEO of Pastel Network
Satya Nadella, chairman and CEO of Microsoft
John Rose, United States Representative
Marc Andreessen, general partner at Andreessen Horowitz
David O. Sacks, South African-American entrepreneur and author
Steve Wozniak, American entrepreneur and electrical engineer
Charlie Kawwas, president at Broadcom
Jensen Huang, founder and CEO of Nvidia
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