Didn’t deepseek recently announce prices will go up significantly?
Right now the US dominates everyone else in actual chips in data centers. So even if deepseek etc tries to undercut, they’re very capacity limited.
Deepseek is open weight/source ie it will be running on US servers in the US maybe by on each companies own servers.
It's far from significant, it's partially doubled during peak hours. They could 16x it and it would still be two orders of magnitude better value than OAI's $200/mo plan.
It's that good. They are far from capacity limited, and even if they were, you can rent a single MI300X from somewhere like Hot Aisle and get more tk/s than you'll be able to use.