Top stories today:
- OpenAI claims Chinaโs DeepSeek used its model for training
- Alibaba brings Qwen 2.5-Max to compete with DeepSeek V3
- ChatGPT Gov launched for U.S. government agencies
- ASML Q4 revenue +28% YoY, net income +31%, beating expectations
- Fed expected to hold rates steady, assess Trumpโs impact on economy
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayโs newsletter (beware of hallucinations):
1. OpenAI claims Chinaโs DeepSeek used its model for training
Some evidence of โdistillation,โ OpenAI said amid the growing popularity of DeepSeek in the U.S.
Tue.: White House AI czar David Sacks alleged โsubstantial evidenceโ that DeepSeek โdistilled the knowledge out of OpenAI models.โ
Microsoft said to be probing if DeepSeek improperly obtained OpenAIโs data.
Common practice among startups and academics to use outputs from commercial LLMs to train another model, experts said.
Separately, the U.S. Navy has banned DeepSeek over โpotential security and ethical concerns.โ
3. Alibaba releases Qwen 2.5-Max, new large MoE LLM competing with DeepSeek V3
Qwen 2.5-Max outperformed the open-weight DeepSeek V3 and Metaโs Llama 3.1-405B and OpenAIโs GPT-4o across benchmarks shared by Alibaba:
Trained on over 20T tokens.
Based on the Mixture-of-Experts (MoE) architecture, which requires fewer compute resources than a traditional LLM.
Available through Alibaba Cloudโs API services.
Like other Chinese AI models, Qwen 2.5-Max has censored outputs critical of the Chinese government
Qwen Chat.
