Wall Street reacts


Wall Street’s reactions have been mixed. 

While brokerage firm Jefferies warns that DeepSeek’s efficient approach “punctures some of the capex euphoria” following recent spending commitments from Meta and Microsoft —each exceeding $60 billion this year —Citi is questioning whether such results were actually achieved without advanced GPUs.

Goldman Sachs sees broader implications, suggesting the development could reshape competition between established tech giants and startups by lowering barriers to entry. 


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