A new open-source AI model from Chinese AI research lab DeepSeek made headlines in January. The model claims to offer a cost-effective AI solution that requires significantly less computation power than other leading models. The news drove a sharp sell-off in AI-related tech stocks.
Nvidia, a stock that has dominated much of the AI trade to date, took one of the biggest hits from the news as investors began questioning demand for its high-computing GPU infrastructure1. As the news is still fresh, there is broad speculation about implications for the larger AI community. We remain optimistic on AI overall and believe developments like this could help accelerate innovation in the infrastructure landscape.
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