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DeepSeek is a hot topic on earnings calls this quarter

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Executives are increasingly fielding analyst questions about the business impact of DeepSeek.

The name of the Chinese AI was mentioned in at least nine earnings calls this week .

In spite of the market disruption, the early outlook is generally optimistic about the tech.

AT&T CEO John Stankey said the newer, lower-cost AI "is going to open up and facilitate new applications".

"We have been very vocal for about a year that smaller models and more reasonable training times are going to be essential for enterprise deployment of large language models," he said. The tech giant's chief added that IBM has been going "down that journey" itself "for more than a year " and that it has seen " as much as 30 times reduction in inference costs" with those approaches. "As other people begin to follow that route, we think that this is incredibly good for our enterprise clients," Krishna said. Read the original article on Business Insider .