Ark Investment Management Founder and CEO Cathie Wood discusses Chinese artificial intelligence startup DeepSeek and how it roiled markets on Monday. Speaking on Bloomberg Television, Wood says there are “share shifts” taking place within the tech stack, which will see platforms gain “significant share,” infrastructure “stabilize” and “software as a service come down a share.” She also says that for companies that don’t train AI but infer it is going to be “extremely positive.” (Source: Bloomberg)
Tech Platforms to Gain 'Significant Share,' Wood Says
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