Deepseek Sends Shockwaves Through the AI World. Could Consulting Firm Accenture and Edge AI Company Qualcomm Be the Beneficiaries?

The news about Deepseek and the significantly lower costs of 5.6 million USD for an AI model that can compete with Google and OpenAI is causing a sharp pullback in AI infrastructure stocks today. The market suggests that a more efficient use of GPUs will require significantly less investment in the expansion of AI infrastructure. However, the developments around Deepseek also indicate that if the use of AI intensifies due to falling costs for AI models, and the transition to Artificial General Intelligence accelerates, it will still require substantial...