TECHRADAR.COM — February 3rd, 2025.
The market’s reaction to the latest news surrounding DeepSeek is nothing short of an overcorrection. While the enthusiasm around breakthroughs in AI often drives headlines and market speculation, this feels like yet another case where excitement has outpaced evidence. Investors should be cautious about blindly jumping on the hype train without asking the tough questions.
Skepticism Around DeepSeek’s Claims
DeepSeek’s assertions about its advancements have drawn significant attention, but much of it remains unverified. For a technology that allegedly leapfrogs existing capabilities, the specifics around its breakthroughs are conspicuously lacking. Transparency has always been a cornerstone for evaluating cutting-edge technologies, and until DeepSeek provides more concrete evidence, skepticism is not just warranted—it’s necessary.
Chips on the Table: Do They Have More Than We Think?
One of the most puzzling aspects of the DeepSeek story is the apparent discrepancy between the resources they claim to have and those they might actually possess. Analysts are increasingly suspicious that DeepSeek may have access to far more hardware—particularly high-performance chips—than has been publicly disclosed. If true, this could have significant implications for their capacity to train and deploy their models at scale, raising questions about how they’ve managed to secure such resources.
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