Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race
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In particular, a challenge to the kind of funding that's driven the past few years of the generative AI boom. Because if the claims around DeepSeq are true, then it's shown that companies might not actually need all that compute. And they certainly don't need $500 billion worth of new data center infrastructure to release a competitive model.
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