Ben Berkowitz


"If AI really is that powerful and if the Chinese really have found a way to build it faster and cheaper, [then] any company that's capable of leveraging the technology could win in the long term with more accessible growth opportunities.

"'While there is a contention that DeepSeek's efficient training methods could reduce the demand for high-end Nvidia GPUs, potentially affecting sales, it is also plausible that the more cost-effective approach will result in more demand for hardware for those looking to train proprietary models,' Mark Klein, CEO of investment fund SuRo Capital, said in a note Monday." 

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