Fortune January 30, 2025
Beatrice Nolan

  • Analysts and tech leaders say Apple has a strong strategic position in the AI sector as DeepSeek disrupts the tech industry.

Apple is well-positioned with its AI strategy as DeepSeek rocks the tech world, analysts and tech leaders told Fortune.

The company, which reports after the bell on Thursday, could stand to benefit from the potential for cheaper AI models DeepSeek offers. Apple’s stock was largely unaffected this week after the Chinese startup spooked tech investors and sent some tech stocks plummeting.

“There has been much talk about the impact of DeepSeek’s model on big technology firms. Contrary to Google, Meta, or Microsoft, Apple primarily has...

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