Open-sourcing AI models
Starting with Meta Platforms (NASDAQ: META), co-founder and CEO Mark Zuckerberg has been vocal in his support for open-sourced AI models. Therefore, it should come as no surprise that he is open to adopting the new techniques, even when it comes from a competitor. During its latest earnings briefing, Zuckerberg said [bolded for emphasis]:...Unless you have been living under a rock, you would have heard about DeepSeek, the Chinese AI model.
Simply said, DeepSeek has caused the AI sector to question its beliefs.
Amid the uncertainty, we can be sure of one thing.
There’s no shortage of opinions on DeepSeek’s impact and its implications for Nvidia (NASDAQ: NVDA), and other chipmakers, such as Broadcom (NASDAQ: AVGO), Taiwan Semiconductor Manufacturing Co. (NYSE: TSM), and Micron Technology (NASDAQ: MU).
But here’s the thing: while everyone is speculating about what will happen next, how are the key players reacting?
Let’s take a look.