Palantir Technologies Inc.'s (NYSE:PLTR) chief technology officer Shyam Sankar warned that the U.S. is in an "AI arms race" with China, calling for urgent action to maintain dominance as the race for artificial intelligence escalates.
What Happened: During Palantir's fourth-quarter earnings call, Sankar responded to a question about the impact of China's DeepSeek AI model on Palantir.
“One of the obvious lessons of DeepSeekR1 is something that we’ve been saying for the last two years, which is that the models are commoditizing,” Sankar said, underscoring that both closed and open-source AI models are becoming increasingly similar while inference costs are plummeting.
However, he argued that the bigger concern is not just AI competition, but an ...