Episode description

As the dust settles on DeepSeek, we’ve had the chance to see who walked away from the impact it had on the stock market unscathed.

Apple and Meta did not undergo the same rapid stock shocks as Nvidia, Microsoft, and others in the immediate aftermath of the DeepSeek R1 launch – the latter has actually seen a healthy surge in the past few weeks. 

Why is this? And who actually wins thanks to DeepSeek?

In this episode, Rory speaks once again to ITPro’s news and analysis editor Ross Kelly to analyze who stands to benefit the most from DeepSeek.

Read more:

• Chinese AI firm DeepSeek has Silicon Valley flustered
• The DeepSeek bombshell has been a wakeup call for US tech giants
• DeepSeek R1 has taken the world by storm, but security experts claim it has 'critical safety flaws' that you need to know about
• Looking to use DeepSeek R1 in the EU? This new study shows it’s missing key criteria to comply with the EU AI Act
• Apple’s generative AI slumber is ending – Microsoft and Google should be on alert
• Meta Quest Pro preview: Meet Meta's 'laptop killer'