He added that there are elements in the DeepSeek R1 model that he hopes Meta will be able to incorporate in the near future.

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"We believe 2025 could be a breakout year for Cloudflare," Fodderwala wrote in a recent note. He supported that prediction by highlighting the convergence of several tailwinds for the company, ...

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The e-commerce giant is pulling ahead of rivals in the AI investment race with plans for more than $100 billion in capital expenditures this year.