The impact of reasoning AI models from DeepSeek and OpenAI is reportedly expected to shift the focus of artificial intelligence (AI) investments while also boosting AI spending overall.
While the debut of the DeepSeek models led observers to question the need for investment in AI infrastructure, it also led to a greater focus on reasoning models, which require greater spending on inference, Bloomberg reported Monday (March 17).
As a result, Bloomberg Intelligence now expects the…
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https://www.pymnts.com/artificial-intelligence-2/2025/ai-investments-expected-to-shift-to-inference-while-growing-faster-than-forecast/