DeepSeek R1 large language model and Apple Ai

 


When Chinese artificial intelligence company DeepSeek released its R1 large language model in January, America’s Nasdaq index fell 3 per cent in one day. 

The model rivalled market-leading US AI models in performance while using a fraction of their computing power, suggesting that America’s head start in generative AI might be shrinking. 

What’s more, it was made available open-source. Anyone could download it free and adapt it for their own commercial use. 

Kai-Fu Lee is CEO of 01.AI, chair of Sinovation Ventures, former president of Google China and co-author of ‘AI 2041’

FT 9 december 2025

https://www.ft.com/content/b1f92b0e-d6ef-4c95-b51e-7bcf90c8a65f





DeepSeek on Monday the panic had spread to Wall Street - It’s open source and free for personal use.    januari 27, 2025

https://englundmacro.blogspot.com/2025/01/deepseek-on-monday-panic-had-spread-to.html



Apple's stock has soared 35% since the end of June, as the market questions Big Tech firms' spending on AI development.

Apple now has a $4.1 trillion market capitalization and the second biggest weight in the S&P 500, with its shares trading for around 33 times expected earnings.

Investors view Apple as a "safe place to hide" amid concerns about AI, but some analysts think the stock is overpriced and due for a drop.

The logic behind the investor enthusiasm for Apple as AI questions mount is easy to see. As the technology goes mainstream and becomes profitable, millions of users are likely to access it through Apple products, driving demand for its devices and accelerating its high-margin services business. 

Bloomberg 9 December 2025

https://www.bloomberg.com/news/articles/2025-12-09/apple-stock-surges-as-ai-weary-mood-grips-wall-street





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