DeepSeek: Evolution, Not Revolution, In Artificial Intelligence

Summary

• DeepSeek's cost claims for training its AI model are misleading and don't account for total expenses, including top researchers and extensive research.
• One key point of contention is the cost of training DeepSeek's model.
• We believe the broader AI infrastructure ecosystem remains well-positioned for growth. For long-term investors, these moments of uncertainty may create opportunities, particularly while maintaining a diversified approach to AI exposure.

D-Keine

In recent weeks, there's been widespread speculation about the potential impact of DeepSeek (DEEPSEEK), a Chinese artificial intelligence ((AI) model, on the AI ecosystem. This led to significant movements in stock prices. However, we believe that key parts of the narrative related to