DeepSeek AI model: NTT CEO on China’s AI shift, India expansion, and future of data centers

China’s AI model DeepSeek has shifted the AI computing narrative from large training clusters to increased need for inferencing hardware, said Abhijit Dubey, global CEO of the Japanese data centre giant NTT DATA.

“I think it (impact) is far more fundamental. It demonstrated that the unit cost economics are significantly lower from a training and inferencing standpoint. Number two, it demonstrated that open source is viable. And number three, that there’s a lot more value in inferencing than just pure training.”

However, despite the Chinese…