DeepSeek, Deep Irony: How an Unknown Chinese Startup Stole the Limelight from the Stargate Project

B. Valle

Summary Bullets:

• Chinese startup DeepSeek had released an open-weight model, DeepSeek-R1, with similar capabilities to many of the leading generative AI (GenAI) models available in the market, at a fraction of the cost.

• Like OpenAI o1, R1 is a “reasoning” model. These models produce responses incrementally, simulating a process similar to the way humans reason through problems.

Another week, another AI revelation. The news that Chinese startup DeepSeek had released an open-weight model, DeepSeek-R1, with similar capabilities to OpenAI o1, sent shockwaves through Silicon Valley (and Wall Street) just as the new US administration was inaugurated, with a display of big tech billionaires in attendance. A delicious irony, then, that while inauguration week was capped off with headlines surrounding the muscular Stargate project, a $500 billion initiative to fund AI infrastructure, the quiet (initially) release of DeepSeek-R1 would eventually steal that thunder.

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Accenture’s Integration Hiring Spree is Off the Charts

C. Dunlap Research Director

Summary Bullets:

• Global systems integrators and cloud giants step up efforts to meet integration demands of enterprise transformation projects.

• AWS, Google, Microsoft, and Oracle more than doubled job requisites of DevOps roles between 2023 and 2024.

Over the past 12 months, cloud platform leaders have logged a staggering amount of job posts, largely among roles supporting business transformation, according to GlobalData’s job analytics data intelligence platform. Global systems integrator giant Accenture listed a whopping 103,517 jobs, while research surrounding other platform rivals was equally surprising. AWS posted 85,843 jobs; Oracle 49,533; IBM 31,733; Microsoft 6,278; and DXC 4,930. It is worth noting Accenture also closed over 105,000 job openings during the last 12-month period, while Amazon Web Services (AWS) closed over 87,000 openings, and Oracle over 49,000 jobs, having found candidates to fill these vacancies.

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