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DeepSeek drama: what the Chinese startup means for the AI race & markets

The Fin

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Intro

This chapter explores the emergence of the Chinese startup DeepSeek and its AI model's influence on the U.S. stock market, highlighting concerns over America's technological competitiveness. It also discusses geopolitical implications, including Australia's ban on DeepSeek's technology for government use and its potential effects on U.S. tech stocks.

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