Chinese emerging company, Deepseek, rocked the world of artificial intelligence last week after showing that the SupercheAP R1 can compete directly with Openai’s O1. Although she spent nearly $ 600 billion in the market value of NVIDIA, Microsoft engineers were quietly working at a pace to partially embrace the R1 R1 and make it ready for Azure. It was a decision that came from the Microsoft Summit.
Sources informed me about the publication of Microsoft Deepseek R1 that the leadership team and CEO of the company Satia Nadila Go with a hurry to get engineers to test Publish R1 on Azure Ai Foundry and Github During the past ten days. For a company, the size of Microsoft was, it was an extraordinary shift, but there are many signs that Nadella was ready and waiting for this moment exactly.
Although the open source model raised the Wall Street idea about the cost of artificial intelligence, Nadella seemed to know that something like Deepseek will eventually come. Appear the Bg2 Podcast in early DecemberHe warned of the exact thing that Deepseek went to achieve weeks after weeks: the penetration of my algorithm leads to the efficiency of an account.
How this penetration was still a discussion. Microsoft and Openai According to what was reported, the investigation Whether the Chinese competitor has used an Openai app to train Deepseek models using a technology called distillation. This, too, was a Nadila warning threat.
“It is impossible to control distillation,” Nadella said on December 12. “You don’t even do anything. You are just … the opposite of this possibility, and you do it in a more effective way.” Even joking that this approach was “a kind of piracy.”
On Christmas day, Deepseek released the V3 thinking model, the R1 version in early last week. Dibsic’s progress may seem to have not come out of anywhere to Wall Street, but anyone closely follow artificial intelligence, such as Nadila, will witness the progress made by the Chinese AI Laboratory with his closed versions throughout 2024.
Deepseek claims that its final training operation costs $ 5.6 million, and the AI laboratories are currently repeated in the United States and the R1 recipe to see if Deepseek numbers are accurate. It seems that Microsoft is happy with the quality of the model in both cases, because it is not only Azure Ai Foundry and GitHub The programmaker looks to publish R1.
R1 mocking models It is now possible to operate locally on Copilot Plus PcsStarting with Qualcomm Snapdragon x First and Intel Chips later. This brings a lot of artificial intelligence capabilities to Windows, and this is something Microsoft has already working on it with Silica PHI models.
Sources also tell me that Microsoft is also looking for the possibility of bringing R1 to some of its COPILOT tools for its companies. Microsoft is currently expecting that more companies AI will use in the coming months, especially AI’s agent capabilities. Models such as R1 can help sell more access to business applications within business applications, low -code platforms and other industry tools at a lower cost of companies.
R1 can provide a transformation point to reduce artificial intelligence costs: focus on software improvements and models instead of constantly chasing the expensive devices account. “I think there will be a ruler about the extent of chasing people,” Nadella said in the same podcast in December. “At the present time, everyone wants to be first. It is a great thing, but at some point, all economic reality will go to everyone.”
Nadila hinted at this new turning point in the early morning After x On Monday, just hours before the US stock market was opened and interacted with the hump around Deepseek. Nadila indicated William Stanley On how to improve technological improvements in coal production to increase consumption. “Since artificial intelligence becomes more efficient and accessible, we will see its Skyroket, and convert it into a commodity we cannot get enough,” Nadilla wrote.
Microsoft does not try to produce all coal itself, but it definitely wants to sell the outbreaks that the developers of artificial intelligence applications need. Consumers and companies have already shown that they are not ready to pay more against artificial intelligence yet, so Microsoft is increasingly trying to find ways – such as R1 – to reduce costs and consumption. We are still waiting for Microsoft R1 pricing, but Deepseek is already hosting its model and earns only $ 2.19 for a million directing symbols, compared to $ 60 with Openai’s O1.
“Why do I want to spend a lot on some of the model’s capabilities when the effects of the whole network are on the application layer?” Nadella requested in December Podcast. This sensitivity to spending more and more on the ability of the model when the new and most efficient models may only explain the reason for Microsoft’s willingness Re -negotiation on its partnership Openai.
Before re -negotiating last week, Openai used exclusively the Microsoft Azure Cloud infrastructure to meet its needs. Now, it can shop as long as it gives Microsoft the first rejection right to provide an additional capacity. This must reduce some clear tension between Microsoft and Openai, with a A report in October The Openai leaders’ proposal is frustrated because Microsoft does not provide servers quickly.
While Openai is now cooperating with SoftBank on Stargate, capabilities The AIII Data Data Project worth $ 500 billionMicrosoft still has a complex agreement to exchange revenue, and the exclusive Openai applications for AZURE remains exclusive. This gives Microsoft the flexibility to experience competing models that can pay costs, also reaching the latest and larger Openai. We’ll see that play again very soon, as I was told that Microsoft is also working on its own version AI customer new operator from Openai You can perform tasks on the web.
In a world where artificial intelligence can come from anywhere, Microsoft has cakes and eating them as well.
The new energy -powered surface devices will arrive next month
Microsoft announced today that it is being launched New surface devices operating in Intel Next month. Both will come in Surface Pro 11 and Surface Lample 7 in Lunar Lake chips options in Intel as well as current Qualcomm versions. These new internal powered variables will be available primarily for companies, and have a strong NPU enough to make them Copilot as well as computers.
Microsoft also launch the USB 4 drawing station, which works with existing USB-C surface devices. In another step that focuses on business, The axis of the surface 3 also gets Web applications, access to personal content, support for Edge browser, and wireless miracast drop in the coming months.
- Microsoft Ai is prosperous – Xbox, not much. While Microsoft was keen to show the growth of Azure and AI in its last profits, the company Games are not good. Game revenue decreased by 7 percent in general, this quarter, as Xbox 29 percent fell. This was a quarter of the very important holidays, with big versions of Indiana Jones and Call of Duty: Black Ops 6 Failure to move the needle on Xbox devices. Microsoft It was also banking on Call of Duty On Game Pass improving its subscription numbers, but the Xbox content and services, which includes Game Pass, rose only 2 percent.
- Microsoft brings your iPhone to the Start Windows 11 menu. Windows can now try out exit Quick access to iPhone messages and their calls and more Direct from the start menu. Microsoft has started offering this on Android phones last year, and it is now expanding it to iOS in a new test with those familiar with Beta and Dev channel this week. You will be able to access calls and messages in a stylish small sidebar floating next to the Start menu that resembles the Microsoft phone link application.
- Trump says Microsoft wants Tijok. Microsoft conversations for US arm of the Tiktok bytedance owner, According to President Donald Trump. It is said that Microsoft is among Many investorsIncluding Oracle, which works on a joint view. Microsoft previously Trick The social networks site in 2020, Nadila called “the strangest thing I have ever worked on.”
- Windows 11 gets new colored battery icons that are easy to understand at a glance. I have always thought that battery icons in Windows 11 needed to be a little more clear, and Microsoft agreed. He is now testing improved battery icons This clearly shows your shipping status at a quick glance. Battery icons will be green soon if you are charging, yellow if you are in power saving mode, and red if the battery is very low.
- Windows 11 files receive common content. Not only the battery icons that Microsoft is looking to improve in Windows 11. They have I started now on the test Rapid access to the files shared with you within the file of the file explorer. This will include shared files via email or in Microsoft teams chat.
- Microsoft was the publisher of the 1st game in the world last month. Game revenues may have achieved great success in the last quarter, however Analysts say at ampere Microsoft was ahead of the electronic arts to spend the game in December. This is an early sign that the multi -platform Microsoft approach began to bear fruit.
- Microsoft and AWS face more scrutiny from UK monitoring. UK Competition and Markets Authority (CMA) The published temporary results This cloud competition does not work as it can be. “Microsoft uses its strong position in the program to make it difficult for AWS and Google effectively compete for cloud customers who want to use the Microsoft program on the cloud,” says CMA. A final decision is expected from CMA later this year, but it seems that both Microsoft and AWS will face more scrutiny under the UK Digital Markets Law.
- Nervous serving is coming to DirectX. NVIDIA has increased the potential for nervous display techniques through new RTX 50-Series processing units, and now Microsoft is committed to bringing them New 3D graphics techniques to their directx applications. Nervous application will use Amnesty International’s work burden to present the actual time, allowing artificial intelligence embroidery to shade energy instead of consuming the entire graphics processing unit. Microsoft’s Directx team with AMD, Intel, NVIDIA and Qualcomm provides via seller support for nerve shading to DirectX.
- Bill Gates has been reflected on Microsoft 50 years ago. Bill Gates founded Micro-Soft, which later became Microsoft, with his childhood friend Paul Allen Nearly 50 years ago. It started as an advisory conditions for accurate treatment programs, but after two years, Gates He wrote to his teacher at Harvard University To inform him that he was taking the spring to focus on Microsoft. It is never, the rest, as they say, is history. Gates first notes About the first days of Microsoft, Source codeArrival on February 4. It is too Sit with New York Times This week to discuss his early life and other billionaires.
- Microsoft Model O1 makes for free for all Copilot users. Microsoft first launched O1 inside Copilot as thinking in deeper in October, but you had to get a Copilot Pro subscription to reach it. You no longer need to pay $ 20 per month for Copilot Pro or Chatgpt Plus to reach the O1 thinking form. Microsoft only made it use for all Copilot users.
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