Investing.com– Chinese artificial intelligence firm DeepSeek launched a set of new open source models over the past week claiming to match offerings from rivals such as OpenAI for a fraction of their cost.
The launch and subsequent testing of the company’s flagship model- DeepSeek R1- sparked questions over just how much of the recent capital expenditure on building AI infrastructure, which has stretched into hundreds of billions of dollars among U.S. majors- was justified.
Bernstein…
Article Source
https://www.investing.com/news/stock-market-news/is-deepseek-doomsday-for-ai-infra-bernstein-weighs-in-3831096
