Andy Swan with LikeFolio says he doesn't believe the dollar amount behind China's DeepSeek A.I. operations. However, Andy says it does open the door for new innovation in the A.I. trade, and Nvidia (NVDA) won't be the only beneficiary. He looks at the A.I. industry from a macro perspective to highlight the benefits he believes DeepSeek will bring.
Fast Market
27 Jan 2025
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