DeepSeek is China’s preemptive strike on the US market and return fire for its ban on its access to advanced chips.
DeepSeek has challenged the very core of the AI industry and being open source caught the US market by surprise.
The US to continue being a leader in this space needs to come up with an alternative open source platform. With that being said, you’re not going to see the Fortune 500 listed companies rushing to adopt the Chinese AI model. While it is open source today, licensing can be imposed at anytime, creating uncertainty for long term use.
As for Advanced Chips, the message is clear “if your technology does not prioritise the lowest computational running cost” you will lose the race. This latest development will intensify the industry’s push for low cost operations, a demand investors now will increasingly prioritise.
With regards to 4DS, its lack of traction so far could change. This major shift in the industry may finally bring the attention needed to run the share price north.
4DS Price at posting:
3.5¢ Sentiment: Buy Disclosure: Held
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