Alphabet to report Q4 earnings as investors look to cloud growth, AI spending
Google, and US tech companies more generally, are still reeling from the breakout success of DeepSeek's V3 and R1 models. Purportedly developed for a fraction of the cost of Google's Gemini and OpenAI's ChatGPT, DeepSeek's efficiency raises questions about whether Silicon Valley is overinvesting in AI hardware.