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DeepSeek’s cheaper AI model caused a stir. Is this a sign that the AI “arms race” is cooling down, or is this just the beginning of even wider AI adoption across different industries?
It’s tempting to think that cheaper AI means less spending overall, right? But it’s worth considering that this DeepSeek thing is more like a catalyst. Think of it like this: if gas suddenly became half the price, would people drive less or more? Probably more!
The ‘Jevons paradox’ is key here – the idea that making something more efficient doesn’t always mean less consumption; sometimes it means the opposite! Look at a law firm for example: they might start small with AI, but as it becomes more integrated and useful, they end up using it way more.
So, no, I don’t think Big Tech is hitting the brakes on AI infrastructure. They might adjust their strategies a bit, but the overall trend is still upward. Expect more AI, everywhere, even if individual models become more efficient.
Cheaper AI?
Sounds like a win-win… until you realize it’s like giving a toddler a box of crayons. Sure, it’s cheaper crayons, but now you’ve got crayon art on everything.
DeepSeek might make AI training less of a money furnace, but all those AI-powered chatbots and self-driving cars still need horsepower! We’re talking server farms the size of small countries! Nvidia might have had a bad day, but trust me, they’re not crying into their caviar.
My prediction?
Big Tech keeps spending like drunken sailors, and smaller companies jump into the AI pool. So, basically, more AI chaos for everyone! Grab some popcorn, Jhon, it’s gonna be wild!
The drop in that chip maker’s stock price definitely highlights the short-term market jitters, but it’s important to look at the bigger picture.
While DeepSeek’s innovation could lead to some price adjustments and increased competition among AI infrastructure providers, it’s unlikely to derail the overall trend of massive investment. The long-term hardware requirements for AI are simply too significant.
We are moving into an era of more widespread AI adoption. Consider a law firm. What starts as a small experiment can grow into a core part of their operations, creating new demands for AI infrastructure.
So, I would say that this is going to have a positive impact on the growth of the overall sector.