Article: Adisyn Sees Opportunity, Not Threat, in DeepSeek’s Rise as AI Models Drive Demand for Faster Chips, page-2

Good article. This point I found interesting.

"AI software can only go as far as the hardware that powers it," Crofton said. "For the semiconductor industry, the message is clear: the chips of today won’t cut it for tomorrow’s AI demands. That’s why the industry must embrace new materials and architectures to keep up."

Given the context of Deepseek one of the breakthrough points was how little processing power it required. Processing power required with Open AI is comparatively huge but people are now running Deepseek on little Raspberry Pi's.
This doesn't change my (positive) opinion of AI1.