Imagine you ran factory that required 100MW of power to churn out 1000 widgets per day, but then a breakthru came out that only required your factory to only use 1MW of power. You would have 2 choices: (a) churn out 1000 widgets and use only 1MW of power.....or churn out 100,000 widgets using the same 100MW power budget.

My point is that: Yes DeepSeek requires only a fraction of the computing power that traditional AI used....however those sitting with all that "over-provisioned" datacenters will now be able to scale up even bigger models, with more parameters.

I suspect this will dawn on the market over the next few weeks.