Arm (ARM) CEO Rene Haas tells the Financial Times he does not fear DeepSeek, Matthew Garrahan reports. While he admits, “an open-source model has caught up with, in theory, some of the best closed-source reasoning tools,” Haas says anyone worried about the future of AI should look at who is investing money. “The canary in the coal mine to look at is when Satya Nadella or Sundar or Zuckerberg say, ‘You know that $80bn of capex I said I was going to do? I think I’m going to cut that by two-thirds.’ That’s what you need to look for,” Hass said.
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