THIS is with reference to the article `DeepSeek revolution` (Feb 1). The companies that DeepSeek, a venture based in China, will likely disrupt are those using Nvidia chips, such as OpenAI, Meta AI and C3.ai. There is more to it than meets the eye, trust me.

The artificial intelligence (AI) itself is a software that requires extensive mining of stored data, and large language modules for natural language processing.

Also, it automatically gathers new data from users and various sensors for future data mining and logic processing.

Due to its massive data and logic processing, AI requires high performance computational processors. And herein lies the question: while DeepSeek platform currently runs on low-powered processors, will it run even faster on faster Nvidia chips? All my 30 years of experience in the Information Technology (IT) industry tells me that it will.

The hunger for more complex AI solutions will continue to rise. What is clear to those in Silicon Valley is that if the DeepSeek platform can be scaled up to what OpenAI and others currently do, and more, it will likely be adopted, or plagiarised, by software companies worldwide.

In that process, software developers will still use the fastest Nvidia graphics or specific processors. It is, therefore, expected that Nvidia`s recent stock market dip will likely be short-lived.

Whether the DeepSeek platform can be scaled up is a toss. It is always a difficult question in the software development arena. If that does happen, no one will likely be more impacted than four companies that have formed an alliance to develop the American Stargate AI infrastructure with investment worth $500 billion.

These companies include Abu Dhabi`s MGX Fund via Mubadala, American companies OpenAI and Oracle, and Japanese company Softbank. The last oneitself happen to be a multinational software and technology development powerhouse.

DeepSeek has been available to public since September 2024. However, the news media in the United States began reporting on it on Jan 27 this year. To most people here in Silicon Valley, this cannotjustbe a coincidence.

This overnight climb of DeepSeek deserves another perspective: two days after moving into the White House, on Jan 22, as American news agencies reported, President Donald Trump offered his support to American Stargate AI, opening the door for the government`s investment into Stargate.

The very next day, Fortune, CNBC and others reported that Elon Musk had trashed Trump`s idea within hours. Musk has been known to be hoping that his own AI and other companies would benefit from Trump being in the White House.

Along with several other important people, OpenAI`s founder and chief Sam Altman countered Musk by this post on X platform: `I hope you (Elon Musk) will mostly put American interests first`.

It seems people are a little uncertain about how to gauge DeepSeek`s overnight success from a relatively modest start. In sum, it is still too early to forecast which direction the technology winds, influenced by various geopolitical currents, will blow.

Syed Shams Naqvi Lafayette, USA