DeepSeek launched a free, open-source large language model in late December, claiming it was developed in just two months at a cost of under $6 million.
DeepSeek isn’t a competitor to Nvidia. They’re not making better hardware. They’re just making better software, and more accessible. Better access to software is only good for hardware companies.
And this doesn’t change the future outlook of AI. More efficient AI software just improves that outlook. Now there’s suddenly a great new potential for improved AI models.
This is bad news for OpenAI, who relies on their exclusive access to the GPT models. Good news for Nvidia, because now they’re going to sell hardware to anyone who want to take OpenAI’s throne.
DeepSeek isn’t a competitor to Nvidia. They’re not making better hardware. They’re just making better software, and more accessible. Better access to software is only good for hardware companies.
And this doesn’t change the future outlook of AI. More efficient AI software just improves that outlook. Now there’s suddenly a great new potential for improved AI models.
This is bad news for OpenAI, who relies on their exclusive access to the GPT models. Good news for Nvidia, because now they’re going to sell hardware to anyone who want to take OpenAI’s throne.