A wave of large technological companies has declared quarterly results in recent weeks – including six of the so -called magnificent companies – shortly after The Chinese AI startup Deepseek rocked the stock market while investors considered its new models of cheap artificial intelligence as a worrying sign for American technological actions.

Deepseek innovations have shaken American technological industry so much that Darling Nvidia (Nvda)) saw $ 600 billion shaved from its market capitalization in one day – The greatest loss of stock market history – because investors are concerned with Big Tech would slow down its expenses in AI equipment.

Now, some American legislators are pushing to prohibit the application of devices belonging to the governmentAccording to the Wall Street Journal.

On the calls for profits with investors, the leaders of these companies quickly praised the models of artificial intelligence of Deepseek, rejected them or tried to avoid the subject completely.

The reactions of the leaders of American technology for sale – who had an impact on most of their actions – went from the defensive to excited. While most have agreed that Deepseek News is a sign that IA costs will finally drop, they have reaffirmed their commitments to spend massive sums for capital expenses and other investments for IA infrastructure in 2025, despite a lack of clarity at the moment when payment for this expense comes.

Here’s what they said.

Microsoft (Msft) CEO Satya Nadella quickly adopted Deepseek, mentioning the company in its opening remarks on a post-benefit call on January 29.

Nadella underlined Microsoft’s decision to put the latest DEEPSEEK AI model on her developer platforms, Azure AI Foundry and Github, adding that he had gone through “an automated red team, a safety integration of the contents of content and safety digitization “. He said customers could soon run the Deepseek models locally on Microsoft IA PCs.

“I think Deepseek had real innovations,” said Nadella, adding that he sees the AI ​​to become “commodity”.

“For a hyperscaller like us, a PC platform supplier like us, it’s good news for me.”

Microsoft's president and chief executive officer Satya Nadella speaks during the Microsoft event on May 20 in Microsoft in Redmond, Washington, May 20, 2024. (Photo by Jason Redmond / AFP) (photo of Jason Redmond / AFP via Getty Images)
Microsoft’s president and chief executive officer Satya Nadella speaks during the Microsoft event on May 20 in Microsoft in Redmond, Washington, May 20, 2024. (Photo by Jason Redmond / AFP) (photo of Jason Redmond / AFP via Getty Images) · Jason Redmond via Getty Images

Meta (Meta) – that a technological analyst recently described as “The most well -placed company to enjoy the generator AI»Given its advertising activity – saw its actions climb on the beginnings of Deepseek on its new AI model called R1, the actions increasing by almost 2% on the day of the news.

CEO Mark Zuckerberg was relatively nonchalant about the Deepseek frenzy.

When asked if the potential of AI models at a lower cost would affect Meta’s capital expenses, the CEO declared in a following appeal the latest quarterly results of the company: “I don’t know – it is probably too early to really have a strong opinion on what it means for the trajectory around infrastructure and capex and things like that.”