Deepseek AI

Monday morning speculation, and why Im still stacking.

With the recent news of DeepSeek AI, you have to wonder how NVIDIA as the foundation of current artificial intelligence plans to innovate and compete. Today was the single day of losses for a stock in history, erasing some $400billion in marketcap. It seems clear to me that the AI arms race is on.

With the talk of how cost effective the development of Deepseek was: $6million vs $6.6Billion in OpenAI’s latest round of funding, it would be incredibly beneficial if they had a hyper cost effective tech at their disposal. This makes me think that they could really lean in to hardware based notaries to provide the trust layer for AI workflows as this competitive solution.

This would make the project with IBM, EQTY Lab’s Verifiable Compute, and of course Hedera THAT much more valuable.

Ħ.