Van Lanschot Kempen's Lampros Smailis: DeepSeek and you shall find opportunities in AI infrastructure

'AI will become more efficient'

Chinese AI startup DeepSeek made waves across global stock markets in January with the launch of its new large language model, DeepSeek R1.

Markets have been thrown into uncertainty in recent weeks with the implementation of tariffs from the US. However, this will not slow the digitalisation trend, with infrastructure as an asset class continuing to offer multiple opportunities for investors to capitalise on. DeepSeek claims R1 rivals the performance of leading models such as ChatGPT while being developed at a fraction of the cost and requiring significantly less computational power. We have seen AI drive demand for data centres, leading to increased energy consumption and, by extension, greater reliance on energy sources...