PYMNTS.com March 17, 2025
The impact of reasoning AI models from DeepSeek and OpenAI is reportedly expected to shift the focus of artificial intelligence (AI) investments while also boosting AI spending overall.
While the debut of the DeepSeek models led observers to question the need for investment in AI infrastructure, it also led to a greater focus on reasoning models, which require greater spending on inference, Bloomberg reported Monday (March 17).
As a result, Bloomberg Intelligence now expects the investments in AI by hyperscale companies like Amazon, Meta and Microsoft to increase faster than it previously forecast, with more on that money being spent on running AI systems after they have been trained, rather than on data centers and chips, according to the report.
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