All of us could be wrong about DeepSeek and OpenAI
The AI story is still being written; the current front runners may falter, and it may be players on the sidelines now that may be the future winners
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CHINA’S DeepSeek has unleashed a new wave of hype around artificial intelligence (AI). But amid the noise, one thing is clear: Everyone has an opinion, but no one has the answers to the various issues that have surfaced.
DeepSeek’s competitive pricing for a comparable AI performance raises a critical question: Is massive spending the only path to AI supremacy? This puts pressure on the US tech giants to justify their current strategies. Yet, the tech titans remain undeterred.
Over the past two weeks, Alphabet, Amazon, Meta Platforms and Microsoft have collectively pledged a staggering US$325 billion in capital expenditure for 2025. Are they doubling down on a winning strategy or clinging to an outdated playbook?
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