Summitry Perspective: DeepSeek’s Impact on the AI Landscape

Watch the video above for the full conversation.

Key Takeaways from the Summitry Investment Team

DeepSeek’s large language model, R1, has demonstrated impressive performance at a fraction of the cost of leading models from OpenAI and others.

This development has raised questions about the future of AI, the role of semiconductors, and the potential impact on major tech companies.

• Accelerating AI Adoption: The trend of increasingly powerful and affordable AI models is set to continue.
• Semiconductor Demand: While Nvidia remains a dominant player, the broader adoption of AI will drive more demand for semiconductors manufactured by companies like TSMC.
• AI-Powered Innovation: Companies like Meta, Salesforce, and Google are leveraging AI to improve their products and services, benefiting from lower costs and increased efficiency.
• Navigating Uncertainty: The US government’s response to DeepSeek’s advancements remains uncertain, but US companies are well-positioned to adapt and innovate.
• Investment Opportunities: As the AI landscape evolves, Summitry will continue to identify and invest in companies that are well-positioned to capitalize on this transformative technology.

This video is for informational purposes only and includes forward-looking assumptions and opinions of Summitry, LLC. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The viewer should not assume that an investment in the securities identified was or will be profitable. Past performance does not guarantee future returns. Investing involves risk of loss.