Did everyone forget about DeepSeek? What Wall -2-
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The ongoing compute scarcity in China contrasts with the U.S. approach of scaling resources, as highlighted by OpenAI's $1.4 trillion infrastructure investment. OpenAI CFO Sarah Friar emphasized that growth is tied to compute acquisition. In contrast, Alibaba's Lin questioned whether innovation is driven by wealth or scarcity, suggesting that resource limitations may foster more efficient development compared to Silicon Valley's abundance.
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