Part 11/12:
Through the rise of DeepSeek, the narrative surrounding AI capital expenditures (capex) may shift away from the belief that only those who spend lavishly on resources will succeed. The incident serves as a potent reminder that constraints can drive innovation rather than stifle it.
As the AI industry continues to evolve rapidly, it remains unclear who will ultimately lead the charge. However, analysts agree that the rapid dissemination of AI technologies will likely demand a diversification of models—instead of a single dominant player emerging as seen in the past with internet search and other tech innovations.