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  1. Major tech companies are racing to build AI infrastructure while FED policy influences their borrowing costs.
  2. Microsoft explored Oracle's cloud infrastructure as DeepSeek's emergence caused a market rout in semiconductor stocks affected by the situation.

Microsoft is evaluating DeepSeek V4 for its Copilot Cowork enterprise AI agent.

1 report, 1 independent Updated Jun 19
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Microsoft is evaluating DeepSeek V4 for its Copilot Cowork enterprise AI agent.

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