DeepSeek

Winsage
April 3, 2025
Bill Gates and Paul Allen founded Microsoft fifty years ago to sell a version of the Basic computer language for the Altair. Microsoft has evolved from its initial focus on PC software to commanding a vast network of global data centers and recently investing in generative AI. The company faced challenges from the rise of the internet and smartphones, which shifted focus away from PCs, leading to stagnation in its stock price. Satya Nadella became CEO in 2014 and shifted Microsoft towards a cloud-first strategy, embracing open-source software and partnering with OpenAI for exclusive access to AI models. Under his leadership, Microsoft has adapted to changes in the tech landscape, although the impact of generative AI remains uncertain. Since Nadella's appointment, Microsoft's stock price has increased tenfold, raising its market value to nearly .8 trillion.
Winsage
March 31, 2025
Satya Nadella made a significant investment in OpenAI at the end of 2022, positioning Microsoft as a leader in the AI sector and boosting its valuation by over a trillion dollars. As of early 2025, Microsoft faces challenges including reduced data center investments, disappointing stock performance, tensions with OpenAI, and declining market enthusiasm for AI technologies. The company's shares have dropped approximately 16% since peaking in July 2024, and it has experienced a 7% decline this year, making it the only member of the Magnificent 7 tech stocks without a gain over the past twelve months. Microsoft has retreated from ambitious AI infrastructure plans, scrapping data center projects that would have increased its computing power by about 14%. The company is also developing its own AI models while struggling with the market traction of Copilot, which has not advanced beyond initial testing for many organizations. Broader trends indicate a slowdown in AI adoption growth rates among U.S. workers and growing apprehension among CIOs regarding AI expenditures.
Winsage
March 18, 2025
Huawei's relationship with the United States has deteriorated as Microsoft's supply license is set to expire, putting Huawei's Windows-based PCs at risk. Without an extension, Huawei may have to abandon Windows and switch to Linux or its HarmonyOS. The company plans to launch an "AI PC" powered by its Kunpeng CPU and HarmonyOS in April, targeting the Chinese market. Additionally, Huawei will introduce the MateBook D16 Linux Edition, but Linux holds only a 3.8 percent share of the consumer market compared to Windows' 70.65 percent. The success of Huawei's laptops outside China may depend on the acceptance of HarmonyOS and alternative operating systems amidst US sanctions.
Winsage
March 15, 2025
Microsoft's supply license to Huawei is set to expire this month, preventing Huawei from legally producing and selling PCs with the Windows operating system. Without an extension, Huawei may shift towards open-source Linux distributions or further develop its own HarmonyOS. The company is expected to unveil a new PC model in April featuring HarmonyOS and plans to launch an 'AI PC' laptop using its Kunpeng CPU. Additionally, Huawei will introduce the MateBook D16 Linux Edition, transitioning from Windows to Linux. As of February 2025, Windows holds a 70.65% market share in desktop and laptop operating systems, followed by macOS at 16%, Linux at 3.8%, and ChromeOS at 1.81%.
Winsage
March 11, 2025
Microsoft is hosting a media event on April 4 at its headquarters in Redmond, Washington, to celebrate its 50th anniversary. The event will feature announcements related to new consumer AI innovations and enhancements to its Copilot technology. Key figures, including CEO Satya Nadella, will present at the event, which will also serve as a celebration for Microsoft employees. The company has been developing its generative AI technology and refining Copilot features for Windows. Reports indicate that Microsoft is exploring in-house AI solutions and evaluating other generative AI technologies for integration into Copilot. Last year, Microsoft reintroduced Copilot with a new interface, aiming to make it a central feature across its products. Significant changes to Copilot's integration within Windows are expected in the coming years, with plans to enhance its capabilities as an omnipresent assistant.
Winsage
March 4, 2025
Microsoft is launching the DeepSeek R1 7B and 14B distilled models via Azure AI Foundry, following the introduction of NPU-optimized versions of the DeepSeek-R1 1.5B model for Copilot+ PCs. These models will be available on Copilot+ PCs powered by Qualcomm Snapdragon X, Intel Core Ultra 200V, and AMD Ryzen processors. The NPUs in these PCs can execute over 40 trillion operations per second and are designed for efficient local AI model execution, minimizing battery and resource consumption. The DeepSeek models utilize 4-bit block-wise quantization and int4 per-channel quantization for enhanced performance. Developers can access all distilled variants of the DeepSeek models through the AI Toolkit VS Code extension, allowing for local deployment and experimentation. Copilot+ PCs combine local computing capabilities with Azure's resources, facilitating a new paradigm of continuous computing for AI applications.
AppWizard
February 19, 2025
Tencent Holdings Limited generates its net sales primarily from the following activities: - Development of mobile applications (54.8%), which includes online gaming platforms, instant messaging systems (notably QQ), gaming software, photo downloading applications, and online payment systems. - Development of electronic payment solutions and services (26.5%). - Online advertising services (17.1%). - Other ancillary services (1.6%). China accounts for 93% of Tencent's net sales.
AppWizard
February 18, 2025
Tencent is integrating DeepSeek's AI model into its Weixin messaging app to enhance user experience through advanced search capabilities. Currently, a beta test is being conducted for Weixin users to explore DeepSeek's potential for search queries, aiming to refine the app's functionality.
AppWizard
February 18, 2025
Tencent has begun beta testing a new search function in Weixin, China's largest messaging app, powered by DeepSeek. Users can select an "AI Search" option in the search bar, utilizing both DeepSeek and Tencent's Hunyuan foundational model. This feature is exclusive to Weixin and not available on WeChat. The DeepSeek-R1 model, launched on January 20, offers advanced reasoning capabilities at lower training costs compared to AI models from OpenAI, Anthropic, and Google. Approximately 1.3 billion active Weixin users will benefit from this integration for various functions. Users can observe the reasoning process during queries, and DeepSeek-R1 has also been integrated into Tencent's AI chatbot application, Yuanbao. Chinese telecom operators have started using DeepSeek's models, and smartphone manufacturers like Huawei, Oppo, Honor, and Vivo are adopting the DeepSeek-R1 model in their devices.
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