NAND Insider Newsletter: February 4, 2025

Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 4, 2025.
Research Note: DeepSeek’s Impact on IT Infrastructure Market

Chinese AI startup DeepSeek recently introduced an AI model, DeepSeek-R1l that the company claims that it matches or surpasses models from industry. The move created significant buzz in the AI industry. Though the claims remain unverified, the potential to democratize AI training and fundamentally alter industry dynamics is clear.