NuAxiSemiconductor trade intelligence
Microsoft considers DeepSeek as OpenAI costs mount
What happened
Microsoft is considering introducing DeepSeek V4 as a lower-cost alternative to OpenAI models in Copilot Cowork to manage rising costs. This strategic shift may reduce reliance on expensive proprietary AI models, impacting demand for high-end chips.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
AICost-cuttingOpen-source
Source and time
Source: DigiTimes Asia · 6/21/2026 · View original source
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