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One of the hottest stories from the week has been the DeepSeek AI model and its implications for the sector. Yet while most of the focus has been on AI stocks, other businesses, from other areas of the economy may be impacted. Here are a couple of FTSE shares that investors could consider that stand to gain from the latest news.
Capex spending in focus
One takeaway from the news is that AI models can be built for a fraction of the cost that many thought. DeepSeek reportedly only cost $6m to train. This angle could help to benefit BT Group (LSE:BT.A). The growth stock is up 21% over the past year.
BT Group has huge potential to integrate AI into its existing system. It has recently focused on pouring money into the nationwide full fibre rollout. This is now past peak capital expense (capex) spending, with the latest H1 results stating that “our cost to build continues to reduce,…
