Deepa Seetharaman

San Francisco

WSJ tech reporter writing about AI + its influence on society & business. Ping me at [email protected] or dseetharaman.23 on Signal.

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Articles

AI革命、実際どれほどの勢いか？チャートでみる

1 week ago | jp.wsj.com | Nate Rattner |Deepa Seetharaman

対話型AI（人工知能）「チャットGPT」のことは恐らく耳にしているだろう。世界中で月間数億人がこのチャットボット（自動会話プログラム）を使い、文章を書いたり、プログラミングしたり、ペンギンがピザを食べる画像を作成したりしている。ゴールドマン・サックスによると、テック企業はAIサービスを支援するインフラを構築するため、今後数年で1兆ドル（約14兆円）を費やすと予想される。　とはいえ、今起きている状況が、インターネットの導入に匹敵するほどの技術的・文化的な変革なのかはなかなか理解しづらい。以下に、この革命がいかに急速に起きているのか、鍵を握るプレーヤーは誰なのかを示すチャート四つを紹介する。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
AIブーム立役者2人に溝、アルトマン氏とナデラ氏

2 weeks ago | jp.wsj.com | Deepa Seetharaman |Berber Jin |Keach Hagey

オープンAIとマイクロソフトのCEOは生成AIで協力し合ってきたが、今は互いに依存しない将来に備えている　サム・アルトマン氏はかつて、同氏が率いる米オープンAIと米マイクロソフトは「テック業界で最高のパートナーシップ」を築いていると語った。シリコンバレーにおける両社の親密な関係は現在、大きく揺らいでいる。　マイクロソフトは過去6年間で人工知能（AI）新興企業のオープンAIに数十億ドルの資金を投資し、急成長を後押しした。オープンAIの対話型AI「チャットGPT」の週間ユーザー数は5億人を超えるようになった。オープンAIは最先端の生成AIツールでマイクロソフトを支援し、マイクロソフトの株価は3倍になった。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8ウォール・ストリート・ジャーナル日本版今すぐ購読する Special Advertising Section アクセスランキング
阿尔特曼与纳德拉：曾合力点燃现代AI浪潮，如今渐行渐远

2 weeks ago | cn.wsj.com | Deepa Seetharaman

OpenAI首席执行官阿尔特曼和微软首席执行官纳德拉曾互相成就，成为生成式AI领域的领军人物，但如今他们都在为各自公司未来的独立发展做准备。山姆·阿尔特曼(Sam Altman)曾表示，OpenAI与微软(Microsoft)拥有“科技界最铁的合作伙伴关系”。而如今，这一硅谷联盟正面临考验。过去六年来，微软通过数以十亿美元计的资金投入，极大地推动了这家AI初创公司的发展，帮助OpenAI旗下ChatGPT积累了超过5亿周度活跃用户。OpenAI则为这家科技巨头提供了尖端的生成式AI工具，助推后者股价上涨两倍。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8订阅热门文章热门视频
Altman and Nadella, Who Ignited the Modern AI Boom Together, Are Drifting Apart

2 weeks ago | finance.yahoo.com | Deepa Seetharaman

The OpenAI and Microsoft CEOs helped each other become power players in generative AI but are now preparing for independent futures.
Altman and Nadella, Who Ignited the Modern AI Boom Together, Are Drifting Apart

2 weeks ago | wsj.com | Deepa Seetharaman |Berber Jin |Keach Hagey

April 28, 2025 9:00 pm ETSam Altman once said OpenAI and Microsoft MSFT -0.18%decrease; red down pointing triangle had the “best partnership in tech.” Now, their Silicon Valley marriage is on the rocks. Microsoft turbocharged the AI startup’s growth over the past six years with billions of dollars in funding, helping OpenAI’s ChatGPT accumulate more than 500 million weekly users. OpenAI powered cutting-edge generative AI tools for the technology giant, helping its share price triple.
From ChatGPT’s Modest Launch to $1 Trillion in Investment: The AI Boom in Four Charts

3 weeks ago | wsj.com | Nate Rattner |Deepa Seetharaman

April 23, 2025 10:00 am ETYou’ve probably heard of ChatGPT. Hundreds of millions of people worldwide use the chatbot every month to write, code and create pictures of penguins eating pizza. Tech companies are expected to spend $1 trillion over the next few years building out infrastructure to support AI services, according to Goldman Sachs. Even still, it’s hard to see that we are experiencing a technological and cultural transformation that rivals the introduction of the internet.
Here’s How Big the AI Revolution Really Is, in Four Charts

3 weeks ago | flipboard.com | Nate Rattner |Deepa Seetharaman

NowA Fingerprint Taken From Stonehenge Changes Everything We Know About Its Mystical OriginsHere’s how scientists unlocked new hidden secrets of the iconic monument. A chemical fingerprint taken of Stonehenge’s Altar Stone reveals that it isn’t from Wales, as was previously understood.
Even AI-Infrastructure Spending Is at Risk

1 month ago | wsj.com | Deepa Seetharaman

Nvidia CEO Jensen Huang (David Paul Morris/Bloomberg News)Tariffs are driving a broad tech-sector selloff—and even stand to cool the red-hot AI corner of the industry.
Exclusive | OpenAI’s Latest Funding Round Comes With a $20 Billion Catch

1 month ago | wsj.com | Berber Jin |Deepa Seetharaman

The funding stipulation adds pressure to OpenAI’s ongoing restructuring talks, which require the blessing of its largest shareholder, Microsoft MSFT -3.02%decrease; red down pointing triangle. It is also subject to review by the California attorney general. SoftBank is expected to contribute up to $30 billion to the round and is syndicating the rest to other investors, including Microsoft, some of the people said.
Exclusive | OpenAI’s Latest Funding Round Comes With a $20 Billion Catch

1 month ago | wsj.com | Berber Jin |Deepa Seetharaman

The funding stipulation adds pressure to OpenAI’s ongoing restructuring talks, which require the blessing of its largest shareholder, Microsoft MSFT -3.02%decrease; red down pointing triangle. It is also subject to review by the California attorney general. SoftBank is expected to contribute up to $30 billion to the round and is syndicating the rest to other investors, including Microsoft, some of the people said.