Tuesday, January 28, 2025

DeepSeek says it used Nvidia H800 chips, available in China until October 2023, to train R1, suggesting future models could be hampered by US export controls (Bloomberg)

Bloomberg:
DeepSeek says it used Nvidia H800 chips, available in China until October 2023, to train R1, suggesting future models could be hampered by US export controls  —  - Nvidia calls R1 an ‘excellent’ advance that meets US limits  — Trump says release should be a ‘wake-up call’ for US companies



EU appeals hearing: Google accuses the EC of making "grave errors" in its Android investigation that led to a record €4.3B fine; EU lawyers defended the case (Samuel Stolton/Bloomberg)

Samuel Stolton / Bloomberg:
EU appeals hearing: Google accuses the EC of making “grave errors” in its Android investigation that led to a record €4.3B fine; EU lawyers defended the case  —  - EU's top court weighs in on bloc's biggest ever antitrust fine  — Lower-tier court earlier cut fine down to €4.1 billion



SAP reports Q4 cloud revenue up 27% YoY to €4.71B, above €4.68B est., driven by AI demand, names a suite of new executives, and plans to simplify its strategy (Christina Kyriasoglou/Bloomberg)

Christina Kyriasoglou / Bloomberg:
SAP reports Q4 cloud revenue up 27% YoY to €4.71B, above €4.68B est., driven by AI demand, names a suite of new executives, and plans to simplify its strategy  —  - Cloud revenue grew 27% last quarter from a year earlier  — The company named new marketing, technology leadership



Monday, January 27, 2025

How DeepSeek outpaced OpenAI at 3% of the cost: open-source approach, pure reinforcement learning, not supervised fine-tuning, and building on DeepSeek-R1-Zero (Matt Marshall/VentureBeat)

Matt Marshall / VentureBeat:
How DeepSeek outpaced OpenAI at 3% of the cost: open-source approach, pure reinforcement learning, not supervised fine-tuning, and building on DeepSeek-R1-Zero  —  DeepSeek R1's Monday release has sent shockwaves through the AI community, disrupting assumptions about what's required to achieve cutting-edge AI performance.



A look at the surveillance tech that could power Trump's immigration crackdown; a review of 15K+ contracts shows ICE and USCIS spent $7.8B on tech since 2020 (New York Times)

New York Times:
A look at the surveillance tech that could power Trump's immigration crackdown; a review of 15K+ contracts shows ICE and USCIS spent $7.8B on tech since 2020  —  Border enforcement agencies have spent billions assembling surveillance tools to track and find people.



US tech stocks fell sharply pre-market over DeepSeek concerns, with NVDA down 8%+ and META and MSFT down 3%; ASML fell 9%+; Japanese chip companies also dropped (Financial Times)

Financial Times:
US tech stocks fell sharply pre-market over DeepSeek concerns, with NVDA down 8%+ and META and MSFT down 3%; ASML fell 9%+; Japanese chip companies also dropped  —  Start-up's model raises questions about need for huge western hardware investment  —  Tech stocks fell sharply on Monday …



Docs: Israeli AI chip startup Hailo is pursuing an urgent IPO via a SPAC merger at a valuation of less than $500M; it was last valued at $1.2B in 2024 (Meir Orbach/CTech)

Meir Orbach / CTech : Docs: Israeli AI chip startup Hailo is pursuing an urgent IPO via a SPAC merger at a valuation of less than $500M; ...