Bit embarrassing for Zuckerberg who has just announced massive AI capital expenditure. But things are never so simple….already the spin is, using some of DeepSeek’s techniques with the planned infrastructure will only accelerate AI.
Also Apple is up today….own a piece of the delivery system rather than the technology which can change rapidly. Facebook, Apple and Alphabet have a strong hold on the end user.
Nvidia and Vertiv which supports data center build out, are clearly at risk. But the best chips will still produce the best results.
Microsoft is perhaps most clearly in the cross hairs with ChatGTP. But that gets to the security issue, if TikTok was a risk….what about Deepseek.
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DeepSeek was created in 2 months, with only 6 million investment.
The US has invested trillions, and DeepSeek has now overtaken ChatGPT as the most downloaded App on Apple.
DeepSeek apparently takes less than 1/30th the computing power as ChatGPT, so it does not require trillion-dollar data centres for computing power.
This would have put the US out in front of an uncatchable position.
Sam Altman was reported as saying "This is not Cool".