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In-depth insights in seconds. Ask Deep Research.

Deepseek

The Information’s in-depth reporting about Deepseek.
Follow this topic to get the latest updates from The Information reporters and subscribers.
Recent Articles about Deepseek
Chatbots Get Cheaper; Anthropic Reigns Supreme in Coding
Applied AI

Chatbots Get Cheaper; Anthropic Reigns Supreme in Coding

By Aaron Holmes · Jun 19, 2025 10:26am PDT
When DeepSeek released its high-performing open-source artificial intelligence earlier this year, Microsoft CEO Satya Nadella predicted that the price of AI models and applications would soon come under pressure. And he said that trend would prevent any one company from gaining a permanent advantage over others in selling AI to... When DeepSeek released its high-performing open-source artificial intelligence earlier this year,...
Alexandr Wang, CEO of Scale AI. Photo by Getty
AI Agenda

Will DeepSeek Hurt Scale AI’s Business Model?

By Stephanie Palazzolo · Feb 5, 2025 7:00am PST · 1 comment
To understand how OpenAI has been improving the quality of its reasoning models in recent months, check out the following question the company recently asked scores of biology PhDs:“Please write a summary of wet-lab experimental approaches available before August 2024 for assessing in parallel the gene expression effects of many different... To understand how OpenAI has been improving the quality of its reasoning models in recent months,...
A Google Cloud data center. Photo via Google.
The Briefing

DeepSeek Doesn't Slow Tech’s AI Capex Splurge

By Martin Peers · Feb 4, 2025 5:00pm PST
Tech’s AI-driven capex splurge lives! Google parent Alphabet today said it expected to lay out $75 billion on capital expenditures this year, a 43% lift over 2024. That puts Google very close to Microsoft, which has said it will spend $80 billion building artificial intelligence data centers in its fiscal year ending June. Meta Platforms, with... Tech’s AI-driven capex splurge lives! Google parent Alphabet today said it expected to lay out...
Outside DeepSeek's office in Beijing. Photo via Getty.
Eyeing Higher Margins, AWS and Other Cloud Providers Embrace DeepSeek
By Jon Victor · Feb 4, 2025 10:25am PST
Outside DeepSeek's office in Beijing. Photo via Getty.
Applied AI

Eyeing Higher Margins, AWS and Other Cloud Providers Embrace DeepSeek

By Jon Victor · Feb 4, 2025 10:25am PST
The DeepSeek reasoning artificial intelligence, R1, isn’t just a gift to businesses eager to cut their AI costs. American cloud providers looking to boost their server rental businesses moved quickly last week to make R1 available to their customers.So far, however, Amazon Web Services, Microsoft and Google aren’t charging cloud customers to use... The DeepSeek reasoning artificial intelligence, R1, isn’t just a gift to businesses eager to cut...
Photo via Getty
AI Agenda

OpenAI’s DeepSeek Response: Catch Us If You Can

By Stephanie Palazzolo and Rocket Drew · Feb 3, 2025 7:17am PST · 1 comment
OpenAI’s release on Friday of o3-mini, its latest artificial intelligence reasoning model, wasn’t a surprise. CEO Sam Altman had previously said it would drop by then.But it was impossible to ignore the coincidence of the release coming a few days after a blaze of news erupted over DeepSeek R1, a Chinese reasoning model that has matched or even... OpenAI’s release on Friday of o3-mini, its latest artificial intelligence reasoning model, wasn’t...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
By providing your email, you agree to The Information’s Privacy Policy
Inside Natron Energy's Holland, Mich. factory. Photo: Courtesy Natron.
The Electric

The Electric: Why This Next-Gen Battery Startup Isn’t Afraid of DeepSeek

By Steve LeVine · Feb 3, 2025 4:30am PST
The DeepSeek earthquake shook developers of nuclear and natural gas power plants, pummeling their share prices and triggering doubts about billions of dollars of existing and planned investments to power artificial intelligence data centers. The DeepSeek earthquake shook developers of nuclear and natural gas power plants, pummeling their...
Podcast

China’s DeepSeek Shakes the Tech World

By Jessica E. Lessin · Jan 31, 2025 2:29pm PST
This week on More or Less: DeepSeek, memes and Dave quits social media. Apple Spotify This week on More or Less: DeepSeek, memes and Dave quits social media. Apple Spotify YouTube ...
Left to right: Atomicwork's founders Kiran Darisi, Vijay Rayapati and Parsuram Vijay. Photo via Atomicwork.
Pro Weekly: Freshly Funded AI Founders Go Deep on DeepSeek
By Akash Pasricha · Jan 31, 2025 8:00am PST
Pro subscription required icon Left to right: Atomicwork's founders Kiran Darisi, Vijay Rayapati and Parsuram Vijay. Photo via Atomicwork.
Pro Weekly

Pro Weekly: Freshly Funded AI Founders Go Deep on DeepSeek

By Akash Pasricha · Jan 31, 2025 8:00am PST
China’s DeepSeek rocked the technology world this week with its innovative and cheaper large language model. The founders of companies we’ve newly added to our Generative AI Database tell me they’ve been studying DeepSeek’s approach and thinking about how it could help their businesses.Geraldo Ramos, co-founder and CEO of Music AI—which... China’s DeepSeek rocked the technology world this week with its innovative and cheaper large...
Art by Mike Sullivan

DeepSeek’s Success Contrasts With China AI Startups’ Struggles

By Juro Osawa · Jan 31, 2025 6:00am PST · 4 comments
DeepSeek has shaken up Silicon Valley and Wall Street with its stunning advances in artificial intelligence. But its technological success doesn’t mean China’s AI industry has figured out how to make money. The rise of DeepSeek contrasts with the struggles of other Chinese competitors, especially the best-known AI unicorns dubbed the... DeepSeek has shaken up Silicon Valley and Wall Street with its stunning advances in artificial...
Photo via Getty
Applied AI

Goldman Sachs Is Interested In DeepSeek Too

By Jon Victor · Jan 30, 2025 10:00am PST
How fast is DeepSeek open source artificial intelligence taking over the business world? Look no further than Meta Platforms, which is evaluating whether to use the Chinese-made AI in its advertising products despite spending the past two years developing its own Llama open-source models, my colleague Kalley reported Wednesday. Also this... How fast is DeepSeek open source artificial intelligence taking over the business world? Look no...
Applied AI Newsletter
Laura Bratton takes you inside how businesses are using AI to automate work.
By providing your email, you agree to The Information’s Privacy Policy
Art by Mike Sullivan
Applied AI

DeepSeek Attracts Surge of Business Users

By Jon Victor · Jan 28, 2025 10:00am PST
The DeepSeek open-source reasoning model, R1, has barely been out for a week, but businesses are already champing at the bit to use the Chinese model in their products because it’s so cheap compared to American ones.Take ZoomInfo, a provider of data about businesses, which its customers use as sales leads. The company already found that it could... The DeepSeek open-source reasoning model, R1, has barely been out for a week, but businesses are...
Photo via Getty
Is DeepSeek an Extinction Event?; A New Reasoning-Focused AI Lab Lands Funding
By Stephanie Palazzolo · Jan 28, 2025 7:00am PST · 4 comments
Photo via Getty
AI Agenda

Is DeepSeek an Extinction Event?; A New Reasoning-Focused AI Lab Lands Funding

By Stephanie Palazzolo · Jan 28, 2025 7:00am PST · 4 comments
If you spent any time yesterday or this weekend on X, you might have concluded that AI developers, venture capitalists, Nvidia and cloud providers are totally screwed, thanks to new uber-cheap and impressive AI models from High-Flyer Capital Management, a Chinese hedge fund.The truth is a lot more nuanced, though, and there are still a lot of... If you spent any time yesterday or this weekend on X, you might have concluded that AI...
Photo by Getty
AI Agenda

DeepSeek’s Implications For AI; Why Stargate Should Be Taken Seriously

By Anissa Gardizy · Jan 27, 2025 7:00am PST · 2 comments
Before we get to our main item, I’d recommend you read yesterday’s scoop about Meta Platforms and other American developers reacting to the threat posed by DeepSeek, the hottest new artificial intelligence model (and consumer mobile app!) that has been sweeping the industry.On to the news…Last week I was at one of the largest data center... Before we get to our main item, I’d recommend you read yesterday’s scoop about Meta Platforms and...
Photo via Getty
AI Agenda

DeepSeek Shows Necessity Is The Mother of Invention

By Stephanie Palazzolo · Dec 30, 2024 7:18am PST · 7 comments
While the rest of us were recovering from heavy Christmas dinners and too much time with relatives, Chinese quant trading firm High-Flyer Capital Management dropped the latest update on Thursday to DeepSeek, its open-weight large language model. Senior researchers at American firms including OpenAI and Meta Platforms almost immediately started... While the rest of us were recovering from heavy Christmas dinners and too much time with...
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