China’s DeepSeek has shaken up the AI world with the release of an open-source AI model that reportedly outperformed OpenAI’s in several benchmarks. Even more startling is the company’s claim that its AI technology was developed for only $5.6 million.

This figure has raised eyebrows, especially as companies like OpenAI and Anthropic have spent hundreds of millions annually to develop their large-language models. Meanwhile, tech giants such as Microsoft have guided for an $80 billion expenditure in 2025, and Meta has projected spending between $6 billion and $65 billion this year, much of it directed toward Nvidia’s GPUs.

As an investor in OpenAI and Anthropic through Fundrise, as well as an owner of most of the U.S. big tech stocks, DeepSeek’s performance has me intrigued.

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