Do you think DeepSeek has what it takes to truly reset the "AI race" amongst nations around the globe? Or do you think Stargate and the US mega-tech companies will still win out? Does either outcome impact your Gen AI strategy going forward and how?
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The emergence of DeepSeek certainly adds an interesting dimension to the global AI race. Its potential to disrupt the landscape will depend on several factors, including its scalability, adaptability, and how effectively it addresses real-world challenges compared to Stargate and US mega-tech companies.
While Stargate and the established US players have the advantage of infrastructure, market reach, and funding, new players like DeepSeek could introduce innovative approaches that redefine the competition.
For our Gen AI strategy, this dynamic doesn’t change the core focus—leveraging tools that deliver measurable value, align with organizational goals, and integrate seamlessly into existing workflows. However, keeping an eye on emerging technologies like DeepSeek ensures we remain agile and ready to adapt as the landscape evolves.
What will truly reset the AI race is not just technological advancement but fostering collaboration and ethical innovation across nations and industries.
Stargate is currently only a plan and it remains to be seen how it will change innovation in the industry. A commitment of €100-€150 billion per year doesn't significantly ratchet up the annual innovation funding. Certainly the focus on governmental support for compute energy is a major strategic positive if it comes to be, but it still remains to be seen how systemic impacts will play out.
But yes, deepseek clearly resets the AI race. 6 million is a very affordable figure for many many private and governmental organisations. Building a model has suddenly become affordable as the breakthrough innovation that deepseek team developed diffuses through the whole industry. Certainly the Big 4 are going to have to develop models that cost millions and not billions and the capital spending can cover many many smaller bets and a mix of private and opensource models that will flood the market or remain behind corporate or agency walls. It reminds me of the PC revolution when compute required large investments in host-based systems and vaxes but suddenly every organisation could afford PCs. It sparked a revolution and I think that what deepseek has done is to spark another one.