AI Industry Insights
The discussion highlights the potential benefits of Deep Seek for AI companies, countering the prevailing doom and gloom narrative. Experts argue that while training AI models may become cheaper, the costs associated with inference and maintaining these models at scale will continue to rise. As multimodal AI gains traction, the demand for powerful infrastructure remains critical, ensuring that investment in chips and data centers is still necessary.In this clip
From this podcast
Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race
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