TLDR: if you’re developing AI services for every industry, and the cost of developing/training your AI models is going to suddenly be 30X cheaper, you are winning.

Big tech makes MOUNTAINS of money. If AI training just got cheaper (via models like Deepseek) that is very bullish for AI (cheaper equals faster industry adoption and scaling) and bullish for big tech (even if they overspent on chips in the last few years).