We need to be aware that there is no clear path for a return on investment from LLMs. And so far there are no signs that we are anywhere close to even general intelligence.
However, the firm added that its 'actual revenue is substantially lower' because cost of using its V3 model is lower than R1 model, and only some services are monetised.
AI optimists will tell you that disruptive technology and innovations usually create more jobs than they destroy as new uses for technology arise. But the question is how soon?
Between 2022 and 2023, exporting the H800 chips to China was entirely legal. Not only DeepSeek but many other Chinese firms stockpiled them in anticipation of future restrictions.
In Chinese discourse, DeepSeek’s emergence is seen as proof of China’s formidable AI strength—especially after the US tech export restrictions, which triggered fierce competition.
Chinese startup DeepSeeks’ success has not only put pressure on international rivals but also led to a scramble among domestic competitors to upgrade their own AI models.
In FY 2025-26, AoN for 55 proposals amounting to Rs 6.73 lakh cr has been accorded by DAC. Both the quantum of AoN given and capital contracts signed, so far, have been the highest in any FY.
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