Menu
Sign In Pricing Add Podcast

Decoder with Nilay Patel

DeepSeek, Stargate, and the new AI arms race

662.103 - 679.479 Decoder Host

Microsoft has said it's planning to spend $80 billion this year alone on AI-related investment, some of which will go to Stargate, we think, but a lot of which is already planned expansions of its existing Azure infrastructure. And that's why DeepSeq hit so hard. It's arguably the most significant challenge to the AI status quo to date.

0
💬 0

Comments

There are no comments yet.

Log in to comment.