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THE DAILY INDEX

Technology, AI, software, security, crypto and business

HEADLINES & LAUNCHES

TLDR AI

DEEPSEEK UNVEILS FLAGSHIP AI MODEL A YEAR AFTER BREAKTHROUGH

DeepSeek has rolled out new preview versions of its new flagship AI model. The V4 Flash and V4 Pro series comes with architecture upgrades and optimization improvements. It has a 1-million-token context window. While the service capacity for the V4 Pro series is extremely limited due to a computing crunch, DeepSeek expects pricing for the model to drop once Huawei releases its Ascend 950-powered computing clusters.

ORACLE'S DELUGE OF AI DEBT PUSHES WALL STREET TO THE LIMIT

Oracle's $300 billion megadeal with OpenAI is testing the limit of Wall Street's appetite for debt tied to the datacenter boom. Banks have struggled for months to spread the risk of the billions of dollars in loans they made to build data centers leased to Oracle in Texas and Wisconsin. Bank balance sheets are now clogged, constraining the financing prospects of future projects tied to Oracle and OpenAI. Silicon Valley needs access to debt to meet its goals for AI-related spending, but so far, Wall Street is largely giving a blank check for the AI ambitions of the most creditworthy tech companies.

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