DeepSeek's API uptake and enterprise deals are dwarfed by OpenAI/Anthropic's established commercial footprint. DeepSeek-V2's open-source traction doesn't translate to top-tier revenue volume this period. 95% NO — invalid if private Q2 filings leak.
DeepSeek's API uptake and enterprise deals are dwarfed by OpenAI/Anthropic's established commercial footprint. DeepSeek-V2's open-source traction doesn't translate to top-tier revenue volume this period. 95% NO — invalid if private Q2 filings leak.