How DeepSeek is Reshaping AI Innovation and Investment

How DeepSeek is Reshaping AI Innovation and Investment

by Nato Balavadze 

21 February 2025

In this paper we discuss:

• Cost and Performance comparison between DeepSeek and US providers;
• How DeepSeek’s breakthrough sparked capex rethink and market turmoil;
• China’s innovation debate: will this cause further dependency or self reliance;
• The effectiveness of sanctions and the Tech War; and
• DeepSeek’s impact on Nvidia’s business.

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Download PDF: DeepSeek – February 2025

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