Overview: DeepSeek is stirring up a new paradigm of computing power, and chip spending is still expected to grow strongly.

Citigroup Analysts stated that despite the success of DeepSeek raising questions about the costs of AI development, AI spending should continue to grow strongly at present, noting that the company's model is based on leveraging Cloud Computing Service providers, while this technology is still in its infancy. Morgan Stanley remains Bullish on chip manufacturers but has lowered some Target Prices. Analyst comment: Citigroup analyst Christopher Danely indicated that although AI spending growth does not seem to be slowing down, "there will ultimately need to be some form of return on investment (ROI), otherwise spending may quickly slow down." "Whenever

Global Market Report00:15

The Three-year Earnings Decline Has Likely Contributed ToAmbarella's (NASDAQ:AMBA) Shareholders Losses of 48% Over That Period

Simply Wall StJan 28 19:29

DeepSeek: not only a milestone in China's AI technology.

The explosive success of DeepSeek is not only a milestone for AI technology in China but also a "paradigm revolution" in the Global AI Industry.

Securities TimesJan 28 18:03

A comprehensive read | DeepSeek released a new model on New Year's Eve, is the revolution of multimodal unification coming?

As Deepseek makes waves in the global AI community and prompts Wall Street to conduct a tense evaluation, it once again brings surprises to the world. At 12:28 AM on January 28, 2025, Peking time, the DeepSeek team released two multimodal frameworks - Janus-Pro and JanusFlow. This time, the focus is on Janus-Pro. Janus-Pro is an innovative framework for unified multimodal understanding and generation, an upgraded version of Janus, which significantly enhances the model's adaptability across different tasks by decoupling visual encoding.

Tencent TechnologyJan 28 17:26

Rosenblatt Securities Maintains Ambarella(AMBA.US) With Buy Rating, Maintains Target Price $100

Futu NewsJan 28 04:31 · Ratings

Shares of Semiconductor Companies Are Trading Lower Amid AI Competition Concerns From China's DeepSeek AI Model.

BenzingaJan 28 01:58