Part 2/9:
Deep Seek’s emergence as a competitor raised essential questions. If a Chinese firm can achieve significant advancements in AI technology at a fraction of the cost, does this undermine the U.S. tech ecosystem's advancements? Nvidia, already aiming for a $4 trillion market cap, now faces uncertainty regarding the future demands for high-performance GPUs. The implications of low-cost and potentially groundbreaking AI models from Deep Seek could redefine the competitive landscape and prompt significant changes in investor confidence.