Deeper on DeepSeek and Its Potential to Radically Level the AI Playing Field
11 minutes

Deeper on DeepSeek and Its Potential to Radically Level the AI Playing Field

Primary Analyst:
Charlie Poon, Analyst
Contributors
Primary Analyst:
Charlie Poon, Analyst
Sector Lead: John Harmon, CFA, Associate Director of Technology Research
Deep Dive

What's Inside

How is DeepSeek disrupting the AI (artificial intelligence) status quo, and what does this mean for the future of AI?

The generative AI (GenAI) landscape is shifting—and fast. In this report, explore one of the most disruptive developments in global AI: the emergence of DeepSeek, a Chinese AI company that is redefining what’s possible with open-source, low-cost, high-performing AI models.

This essential read breaks down how DeepSeek’s groundbreaking architecture and cost-efficient strategy is leading the democratization of AI, with the potential to restructure competitive dynamics across the global tech sector.

We unpack the technical breakthroughs, training methodology and strategic implications of DeepSeek’s AI models.

Companies mentioned in this report include: Alibaba, DeepSeek, Meta, OpenAI

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