DeepSeek Tests Meta’s Ambition for US Open-Source AI Dominance
Mark Zuckerberg has long championed Meta Platforms Inc.’s open-source approach to artificial intelligence software — which lets other companies access and build on top of its technology — saying that having an American model as the underpinning of new products was key to ensuring US dominance over China in AI.
Nvidia Supplier Advantest Lifts Outlook on Continued AI Spending
Advantest Corp. raised its annual forecast above analyst estimates on strong demand for chip testers, a move that may allay concerns that Chinese startup DeepSeek’s rise would dampen big artificial intelligence-related spending.
SEC’s broker-dealer regulation for AI will probably be scrapped
The proposal to enhance transparency and guardrails for new technologies within broker-dealers is likely to be scrapped. However, compliance costs for major brokers are expected to rise, according to Bloomberg Intelligence analysis.

SoftBank, Skild AI

SoftBank in Talks to Lead $500 Million AI Robotics Funding
SoftBank to invest $500M in robotics startup SkildAI
SoftBank is negotiating a $500 million investment in Skild AI, a software company building a foundational model for robotics at a $4 billion valuation, Bloomberg and Financial Times reported. The two-year-old company raised its previous funding round of $300 million at a $1.
SoftBank set to invest in robotics start-up Skild AI at $4bn valuation
DeepSeek’s AI Achievement Flips the Script for Big Tech Earnings
Welcome to Tech In Depth, our revamped daily newsletter with reporting and analysis about the business of tech from Bloomberg’s journalists around the world. Today, Ian King writes that the announcement of a new,
Bloomberg Businessweek: DeepSeek's Lower-Cost AI Model
Bloomberg Intelligence Senior Technology Analyst Mandeep Singh discusses Deepseek, a Chinese AI startup, that has demonstrated breakthrough AI models offering comparable performance to the world's best chatbots at a fraction of the cost.
Microsoft probes if DeepSeek-linked group improperly obtained OpenAI data, Bloomberg News reports
Microsoft Probing If DeepSeek-Linked Group Improperly Obtained OpenAI Data
DeepSeek's AI Breakthrough Sparks Microsoft, OpenAI Probe Into Possible Data Breach
DeepSeek Leaned on OpenAI Models, White House AI Czar Sacks Says
White House artificial intelligence czar David Sacks said there’s “substantial evidence” that Chinese upstart DeepSeek leaned on the output of OpenAI’s models to help develop its own technology.
'Key beneficiary of TikTok's mishaps:' Meta is one of Wall Street's top AI picks headed into earnings
Wall Street analysts see AI boosting Meta's performance this year. The tech titan could also be a big winner amid the drama swirling around TikTok.
ASML Surges Most Since 2020 as AI Investments Fuel Orders
ASML Holding NV surged the most since 2020 after booking orders worth twice as much as analysts expected, as the artificial intelligence boom fuels demand for its chipmaking machines.
DeepSeek Disruption Has Its Upside
Matt Levine is a Bloomberg Opinion columnist. A former investment banker at Goldman Sachs, he was a mergers and acquisitions lawyer at Wachtell, Lipton, Rosen & Katz; a clerk for the U.S. Court of Appeals for the 3rd Circuit; and an editor of Dealbreaker.
Wall Street is growing more bullish on Tesla's AI push ahead of earnings
With Tesla set to release its latest quarterly earnings report, Wall Street thinks the stock can keep rising on a "golden age" for automation and AI.