DeepSeek’s AI chip is a wake‑up call: the arms race has only just started DeepSeek’s push to design its own AI inference chip is a clear sign that the real AI arms race is shifting from flashy models to control of the hardware stack.
The Two-Layer AI Stack: Cost Discipline Meets Strategic Leverage AI shouldn’t be one big expensive model doing everything. Build a two-layer stack: a cheap, open-weight “engine” for execution, with frontier models as “steering” for judgment and edge cases. Own your costs, avoid lock-in, and let quality go up as prices go down.
Machine overmatch in an age of software-defined war Ukraine has shown that modern war is increasingly software-defined, data-dependent and commercially entangled. Salt Typhoon reveals what this means in peacetime: adversaries are mapping telecommunications, infrastructure and digital ecosystems long before a crisis begins.