DeepSeek's AI Breakthrough Benefits Microsoft, But Oracle Faces Cloud Growth Challenges: Analyst
1. DeepSeek's AI models are cheaper to build than current LLMs. 2. Lower running costs for AI benefit Microsoft significantly. 3. Microsoft could enhance AI infrastructure efficiency with emerging technologies. 4. Azure's data center scale expected to accelerate by late 2025. 5. DeepSeek's advancements may pressure Oracle amidst cloud growth.