Is DeepSeek's 545% profit margin a nuclear bomb for computing power?

DeepSeek's "high profits" indicate that through extreme infrastructure optimization, very high computing power utilization and performance can also be achieved. However, there are still many disagreements about whether DeepSeek is a nuclear bomb for computing power. Well-known investor Duan Yongping agrees with NVIDIA CEO Jensen Huang's earlier viewpoint, stating that DeepSeek will stimulate the market's pursuit of more efficient AI models and believes that the demand for computing power will continue to grow. However, some foreign technology bloggers argue that DeepSeek has already 'knocked down' NVIDIA, and based on DeepSeek's current extremely high utilization of computing power, it can easily meet the global AI demand.

wallstreetcn11:45

First disclosure of theoretical profit margins! DeepSeek has continuous major events over the weekend.

Despite significant technological breakthroughs, DeepSeek's MaaS-based business model faces severe challenges.

Zhitong Finance09:17

Express News | Tencent Yuanbao releases the desktop version: supports dual models of "DeepSeek+Hunyuan" for multi-end collaboration.

BreakingsMar 1 16:24

Tencent Yuanbao has been upgraded again: introducing the Kuaisikao model, Hunyuan Turbo S.

Gelonghui March 1｜Tencent's AI assistant "Tencent Yuanbao" launches the quick-thinking model Hunyuan Turbo S. In the future, users can select the "Hunyuan" model and turn off deep thinking within Yuanbao to experience Hunyuan Turbo S.

Gelonghui FinanceMar 1 13:45

The Tencent Yuanbao PC version is now online.

Gelonghui March 1 | According to news released by Tencent, the Tencent Yuanbao desktop version has been launched.

Gelonghui FinanceMar 1 12:26

Express News | Hangzhou Zhongheng Electric: The users of the Datacenter power products include Alibaba, Tencent, and others.

BreakingsFeb 28 20:13