Over the past two years, investor enthusiasm for anything AI has sent shares in Nvidia, America’s chip champion, skyrocketing. But on Monday, a new AI model from Chinese firm DeepSeek sent shockwaves through the markets. It performs nearly as well as the best-in-class Western models, but requires a fraction of the computing power—and therefore a fraction of the cost. In this episode, we examine whether the DeepSeek drama could overturn the economics of AI, and what it will mean for…
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https://www.economist.com/podcasts/2025/01/30/what-deepseek-means-for-the-ai-race
