>I guess it's counting on deepseek being banned

And the people making the bets are in a position to make sure the banning happens. The US government system being what it is.

Not that our leaders need any incentive to ban Chinese tech in this space. Just pointing out that it's not necessarily a "bet".

"Bet" imply you don't know the outcome and you have no influence over the outcome. Even "investment" implies you don't know the outcome. I'm not sure that's the case with these people?