If Alibaba and DeepSeek can really deliver cutting-edge results at a fraction of the cost, they will deep-six competitors.

These newfound efficiencies aren’t just a breakthrough—they’re a wake-up call. They expose cracks in resource-heavy AI giants, forcing a hard look at overblown valuations and sustainability. Will these latest advancements fuel sustainable growth or trigger a market reckoning? Either way, the AI revolution isn’t slowing down—it’s just evolving.

The real takeaway? Whether the bubble inflates or bursts, AI’s demand for advanced, high-capacity networks will only intensify.

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