Microsoft explored Oracle's cloud infrastructure as DeepSeek's emergence caused a market rout in semiconductor stocks affected by the situation.
1 report, 1 independent
Updated Jun 20
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What happened
Microsoft explored Oracle's cloud infrastructure as DeepSeek's emergence caused a market rout in semiconductor stocks affected by the situation.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- A market pullback is affecting high-growth tech assets, including Bitcoin, Nvidia, Microsoft, Oracle, and Qualcomm, due to risk-off sentiment in the tech sector.Sub-event
- Microsoft is evaluating DeepSeek V4 for its Copilot Cowork enterprise AI agent.Sub-event
Microsoft explored Oracle's cloud infrastructure while DeepSeek emergence caused Nvidia market rout.1 source
Keep exploring
Part of
Major tech companies are racing to build AI infrastructure while FED policy influences their borrowing costs.Also in this story
- FED discusses economic volatility strategies while Microsoft partners with Chevron for a data center, and Instagram expands streaming efforts.
- Fed rate hikes pose macro headwinds to Microsoft.
- Hyperscale companies, including Meta, are facing financial pressures as they compete with the Treasury for necessary capital.
- IREN and CoreWeave are facing increased financing costs due to higher benchmark rates, while IREN secures new contracts with Microsoft and Nvidia.
The entities involved
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Microsoft
American multinational technology corporation
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Nvidia
American multinational technology company
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Oracle
company in Madrid, Spain