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DeepSeek not going to deep-six infrastructure sector; optimization wave will moderate demand, but also have many benefits

  • January 28, 2025
  • Analyst: Philbert Shih

There has been plenty of chatter, or more accurately a collective freak out, around Chinese AI startup DeepSeek after it introduced an open source LLM that purportedly performs just as well as existing US-born AI models, but was built in a very short time frame, at a fraction of the cost, and using far less computing power.

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