DeepSeek v4: Will China's Open-Source AI Pop the Bubble?

Here here's my question. China is about to release DeepSeek version 4. This is anticipated to be a major breakthrough in AI open source models that can run locally that will be competitive with OpenAI and Google and Microsoft, etc., but they're free. Is it possible because DeepSeek has a history of shocking the world like they did a year ago with DeepSeek R1? Is it possible that when DeepSeek is released if it's seen to be very impressive that everybody could realize, holy cow, all this investment in US AI infrastructure is not worth it because China's already won this race and and could that pop the so-called AI bubble? Is that a factor? What do you think? The AI revenue is really interesting because it's virtually non-existent. It's 1.2% of all capital expenditures spent building these data centers. It's virtually non-existent. And when you get into this idea that, okay, we're gonna have AI as an open source, I think we have to dig down a little bit deeper. So, mathematically speaking, the Federal Reserve is supposed to have something that's called Mahanobus Report and it's a mathematical formula that says, if I pull this lever, X, Y, ...