ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less

• Amid threats of DeepSeek disruption, IBM sees benefits from more efficient AI and deregulation

  IBM shares rallied after hours on Wednesday after the tech-infrastructure provider reported a quarterly per-share profit that beat expectations.
  
  MarketWatch - 16h

• Anthropic CEO doesn't see DeepSeek as 'adversaries,' but says export controls are critical

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• ASML shares jump 10% as surge in orders defies fears of DeepSeek hitting AI chip demand

  Dutch semiconductor equipment maker ASML on Wednesday reported better-than-expected net sales and profit results for the fourth quarter.
  
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• 

  ASML shares bounce as orders signal demand for AI equipment

  Europe’s biggest maker of chip manufacturing equipment reports rise in quarterly sales
  
  Financial Times - 1d

• ASML is about to report results. DeepSeek makes it all the more interesting.

  After Monday’s fears over artificial-intelligence microchips fueled by the rise of low-cost Chinese AI chatbot DeepSeek, the Dutch company’s results due Wednesday morning may have even more sway.
  
  MarketWatch - 2d

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  The Less People Know About AI, the More They Like It

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• Scale AI CEO says China has quickly caught the U.S. with the DeepSeek open-source model

  Alexandr Wang, CEO of Scale AI, said Thursday that the AI race between the U.S. and China is an "AI war."
  
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