Part 2/9:
Despite the impressive claims from Deep Seek, a report from SemiAnalysis, a semiconductor research and consulting firm, has raised eyebrows by contesting the claim of low costs. They assert that Deep Seek's hardware costs alone have exceeded $500 million over the company's existence, and this figure could escalate with additional training expenses. The uncertainties surrounding the actual efficiency levels of Deep Seek's models add another layer of complexity to the conversation.