To some, OpenAI is a DeepSeek victim. But SoftBank may be more upbeat than ever.

Industry Analysis - DeepSeek's new artificial-intelligence model has gained significant attention for its ability to be trained cheaply with a limited number of graphics processing units [1] - The progress of DeepSeek suggests that large language models could become a commodity, potentially disrupting the current market dynamics [1] Company Analysis - OpenAI is perceived by some as a potential loser in the fallout of DeepSeek's advancements, as the commoditization of large language models could impact its competitive position [1] - DeepSeek's innovation highlights the potential for cost-effective AI model training, which could challenge established players in the AI industry [1]