Part 10/12:
While the emergence of DeepSeek has shaken investor confidence in the monopoly of traditional AI leaders, it has also raised broader questions about how this will impact future investments. Nvidia's prior claim to dominance relied on the belief that only their highest-performing chips could support effective AI training. DeepSeek’s breakthrough challenges this notion, indicating that competition could arise from less expected sources.
Investors responded to these revelations with caution, although not panic. As the tech community develops an understanding of the implications of DeepSeek’s low-cost innovation, major players like OpenAI and others may need to rethink their strategies in AI development and investments.