Opinion: Microsoft is quietly integrating DeepSeek’s technology. What that means for AI stocks. - MarketWatch
1. Microsoft adapts AI strategy following DeepSeek’s efficiency breakthrough. 2. Plans to invest $80 billion in AI infrastructure remain, despite data-center delays. 3. OpenAI faces declining market position amid competition from more efficient AI models. 4. Tariffs on tech imports complicate Microsoft's data-center expansion efforts. 5. Microsoft integrates DeepSeek's technology into Azure, hedging bets against OpenAI.