DeepSeek Sparked a Market Panic. Here Are the Facts. - Barron's

1. DeepSeek claims to have AI capabilities for $6 million, misleading comparison. 2. Nvidia fell 16.9% amidst panic over AI demand and tech stocks. 3. China announced $137 billion support for AI, escalating competition. 4. AI infrastructure spending will continue as demand for advanced models grows. 5. Efficiency improvement in AI may increase overall demand for compute power.