Key Takeaways Despite the success of a Chinese start-up's $6 million AI model, tech giants Microsoft, Alphabet, Amazon and Meta are unlikely to change their plans to spend hundreds of billions of dollars on AI infrastructure this year,

DeepSeek has shaken up the tech industry with its highly efficient V3 and R1 models, which rival top-of-the-range products from OpenAI and Anthropic.

Karen Hao, the first journalist to profile Open AI, discusses the new DeepSeek AI, whether it’s really just as good for that much cheaper, and how it might affect the US tech industry.