That's why I see Broadcom as the winner of DeepSeek
More affordable AI models mean increased investments in specialized chips – Broadcom is poised to be a major beneficiary!
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Broadcom could be one of the biggest beneficiaries of DeepSeek and the development of more affordable AI models. While many companies fear that low-cost open-source AI models could disrupt the market, Broadcom could indirectly benefit by channeling freed-up investment funds into specialized AI chips. 1. Lower costs for AI models = More budget for specialized chips Companies like Meta and OpenAI could have more capital to expand their chip infrastructure due to the declining costs of AI models. Instead of pouring billions into overpriced GPUs,...
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