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A new era of global competition

Daryl Guppy
Daryl Guppy • 5 min read
A new era of global competition
Photo: Bloomberg
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“There is a tide in the affairs of men, which taken at the flood, leads on to fortune” or, as Shakespeare did not write, leads to irrelevance.

DeepSeek AI is perhaps one of those peak times. The current focus is on the cost efficiencies of DeepSeek when compared with the American versions of AI. The only thing certain here is that the prices of AI will fall, and that will most likely lead to a fall in the price of semiconductors.

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