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The tech and AI world was shocked last week by the launch of LLM DeepSeek by a Chinese investment firm that showed intelligence performance that is almost similar to what ChatGPT, Gemini and other US-based language models offer with much lower development costs and older technology.
Recently, it has been seen that tech giants such as Alphabet, Meta and Microsoft have been questioned by their investors regarding the huge investments made in the development of AI technology.
Mark Zuckerberg and Satya Nadella have said that high investment in AI infrastructure is needed as a strategy, because when the time comes when the use of AI technology becomes widespread, a large capacity will be needed to allow people to use it without problems.
Microsoft is expected to spend $80 billion this year on AI technology development, while Meta is expected to invest $65 million.
Alphabet spent $50 billion last year on the development of its Gemini artificial intelligence technology and is expected to spend more money for this purpose. The company's investors will meet for its earnings presentation, and are expected to question why the company is spending so much money when DeepSeek can do it with a much smaller investment.
Revenue growth in Alphabet's cloud division, including Google Cloud, is expected to slow this year, as competition from other services such as Amazon Web Services and Microsoft Azure intensifies, meaning Alphabet will be asked what expenses it will cut to support the company's growing profits.