Bloomberg Tech US Probes DeepSeek Chips
23 snips
Jan 31, 2025 
Josh Wolfe, co-founder of Lux Capital and a keen observer of AI and geopolitics, joins the discussion on the U.S. probe into DeepSeek's acquisition of Nvidia chips. He highlights the implications of this investigation amid rising tensions in U.S.-China relations. The conversation also touches on Apple's optimistic earnings outlook despite challenges in China and the significance of AI investments in maintaining global tech leadership. Wolfe emphasizes the need for collaboration and innovation in the AI sector to navigate these complex dynamics.
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DeepSeek's Impact on Apple
- DeepSeek's advancements could benefit Apple by lowering AI model prices, increasing Apple Intelligence usage.
- Lower token costs will encourage more AI development within Apple's apps.
Apple Intelligence Outlook
- Investors are likely to give Apple leeway with Apple intelligence until fiscal 2025.
- Apple needs to improve Apple Intelligence's features and distribution for broader adoption.
Apple's China Challenges
- Trump's threatened tariffs pose a geopolitical challenge for Apple in China, beyond mere inventory issues.
- There's a potential shift in Chinese consumer preference towards domestic products over Apple and Samsung.