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Seeking Perspective On DeepSeek

Source: SeekingAlpha

2025-01-28 10:35:00 ET

Summary

  • A Chinese AI start-up claimed its large-language model needs far less computing power than established models.
  • DeepSeek claimed to have developed an impressive large-language AI model requiring a small fraction of the computing power employed by more established competitors, such as OpenAI.
  • While mega-cap tech firms have accounted for a vast majority of CapEx associated with AI, the potential arrival of a new breed of more-affordable, open-source models - built on less massive and pricey hardware - could help support a broadening of the overall equity market.

A Chinese AI start-up claimed its large-language model needs far less computing power than established models. What's it all mean for chipmakers and the broader economy? ...

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Seeking Perspective On DeepSeek
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