As concerns rise about Chinese startup DeepSeek's new AI model challenging established technology firms, Meta and Microsoft reaffirmed their commitment to significant AI investments. Analysts remain optimistic about Nvidia's prospects despite recent stock declines tied to DeepSeek's emergence and potential competition in AI. Key players like Blackstone are also closely monitoring this landscape, considering how the advancements in AI efficiency may influence demand for data centers and infrastructure. With new questions about the valuation of AI capabilities, investors are evaluating the ongoing commitments from major tech companies to uphold their spending priorities.