ECA
2025-03-31

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. 

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

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 economies. The U.S., the narrative goes, sits on the technological frontier, creating groundbreaking products and services that chart the course of the world economy. China takes those ideas and builds on them, spitting out cheaper—and perhaps inferior—versions.In AI, that cliché seemed for years to be based in fact, as Chinese companies struggled to keep up with free-spending, talent-rich U.S. tech giants. But this January, a Chinese startup undercut that narrative.But DeepSeek is just one player in a vibrant Chinese AI sector to which many U.S. CEOs have been oblivious. Big Tech companies like Alibaba and ByteDance are releasing AI models that have beaten Western products on reasoning benchmarks. And a new wave of smaller “AI dragons” are putting China’s cheap and efficient AI to work in
How DeepSeek Erased Silicon Valley's AI Lead and Wiped $1 Trillion from U.S. Markets

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