A DeepSeek AIhas proven that it can upset industry giants such as OpenAI, Anthropic and Google with the release of modelsDeepSeek R1 e v3, which combine high performance with a cost well below the market standard. The movement triggered a chain reaction, with theAlibaba llaunching a model based on DeepSeek a few days later, and debates over US sanctions on chip exports to China intensifying. According to Fabrício Carraro, an AI specialist andProgram Manager in Alura, this change in the scenario can redefinethe future of AI development:
“DeepSeek R1 surprises with its balance between quality and cost. While models like OpenAI o1 perform excellently, DeepSeek has managed to achieve comparable results for a much lower budget and has also released the model as open-source, allowing any company or developer to test, retrain and deploy the technology according to their needs,”explains Alura’s Program Manager.
Furthermore, Carraro highlights how theChina's dependence on foreign chipsstill represents a challenge, but the massive investment of companies likeMeta ($65 billion in 2025 alone) and the Stargate project in the US ($500 billion in AI infrastructure)can expand this geopolitical and technological dispute.
In light of this scenario, what can we expect for the future of generative AI? How does the advancement of DeepSeek impact companies, developers, and the business models of industry giants?
To explore these questions, I suggest a conversation withFabricio Carraro, which closely monitors these trends and can provide strategic insights into the impact ofDeepSeek AI, the open-source model wars and the next steps for OpenAI, Anthropic and Google in this race for AI supremacy.
