Not the AI proper, but the need for additional AI hardware down the line. Especially the super-expensive, high-margin, huge AI hardware that DeepSeek seems not

Not the AI proper, but the need for additional AI hardware down the line. Especially the super-expensive, high-margin, huge AI hardware that DeepSeek seems not to require. Similarly, microcomputers led to an explosion of computer market, but definitely limited the market for mainframe behemoths.