DeepSeek Upends AI Outlook From Semis to Software: BI Spotlight Webinar

Bloomberg Intelligence hosted a webinar exploring DeepSeek's latest model and its potential impact on the #tech industry, including #hyperscalers, #semiconductors , semiconductor equipment, and #software companies. Our team of analysts delved into key topics such as China's AI LLMs, model efficiency, and capex expectations for 2025, providing insights into how this release could shape generative AI spending and deployment in the year ahead.
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