Forbes February 10, 2025
The artificial intelligence landscape was shaken recently by the release of DeepSeek’s R1 model, an open-source reasoning AI that has quickly gained traction among developers and researchers. The debut of R1 resulted in a major market reaction, including a significant sell-off in tech stocks, particularly among AI hardware and infrastructure providers like Nvidia. The timing is notable, not only because of R1’s rapid rise but also because of the announcement of the Stargate Project—a massive investment in AI data centers—that occurred around the same time. Together, these events underscore the deep uncertainty surrounding AI investment and the business models that will dominate.
DeepSeek’s R1 and Open-Source Disruption
DeepSeek’s R1 model is being heralded as a formidable rival to proprietary systems...
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