How DeepSeek Erased Silicon Valley's AI Lead and Wiped $1 Trillion from U.S. Markets

Fortune03-31

The U.S. innovates, China iterates. That aphorism—or its less flattering version, “China imitates”—dominates many conversations about the relative strengths of the world’s largest and second-largest ...

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Comments

  • ECA
    03-31
    ECA
    Er the US market has moved beyond deepseek which isn't really much of a threat to anything. The concern now is tarrifs and slowing economic growth. Thats why the market is moving down. Deepseek used 50,000 NVDA chips so that benefits the US. LLMs are a commodity and the focus should be on how global companies integrate AI into their business models. In other words, US companies stand the gain the most. 
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