DeepSeek has initiated a new paradigm of computing power! Is there a crack in the "NVIDIA faith", and has the era of AI ASIC quietly arrived?
DeepSeek R1 has emerged to significantly announce the new paradigm of "efficient reinforcement training + greatly simplified AI inference computing" as training/inference progresses.
Liang Wenfeng, the founder of DeepSeek: The goal is to achieve AGI, not just short-term commercialization.
①DeepSeek has proven that, beyond the "miracle of great efforts" Scaling Law, AI large models may have another path to victory, a "DeepSeek Law." ② "The goal of DeepSeek is to achieve AGI, not just short-term commercialization," said founder Liang Wenfeng, adding that price reductions are not aimed at grabbing users but are based on cost declines and the pursuit of inclusive AI.
DeepSeek shakes Wall Street, how does Goldman Sachs view it? They cautiously take a Put position on USA Technology stocks, keeping a close eye on the giant Earnings Reports on Wednesday.
Goldman Sachs Analysts state that the current clear consensus is to cautiously Put USA Technology stocks until the earnings reports of the major USA Tech giants, Mag 7, are announced, with a focus on AI-related capital expenditures in the reports.
R1 "bombing" is still not enough! DeepSeek released the new Boai NKY Medical AI model late at night, with image generation capabilities surpassing DALL-E 3.
JanusFlow adopts a minimalist architecture that combines autoregressive language models with correction flows, requiring no complex architectural modifications, and supports a resolution of 384x384 for raw images.
Transaction Amount TOP 20 | NVIDIA fell sharply by nearly 17%, with a Market Cap shrinking by nearly 600 billion USD; Apple rose more than 3%, regaining the title of the largest Global Market Cap company.
On Monday, NVIDIA ranked first in U.S. stock trading with a significant drop of 16.97%, trading at 97.17 billion USD. Today, the company's market cap shrank by nearly 600 billion USD (592.7 billion USD), setting a record for the highest single-day market cap loss for an individual stock in the U.S. A Chinese AI startup, DeepSeek, has released an open-source AI model. It is reported that the model outperforms OpenAI in multiple tests. The company launched an open-source large language model in December, claiming its investment was less than 6 million USD. Although Wall Street questions this figure, the emergence of this startup has made investors realize the potential for building a
U.S. stocks closed | DeepSeek impacts Global computing power! The Dow Jones stood out, while the Nasdaq fell more than 3%, and NVIDIA plunged nearly 17%.
The Chip Index plummeted over 9%, Broadcom fell over 17%, Taiwan Semiconductor dropped over 13%, AMD and ASML Holding decreased by about 6%, and Oklo, a nuclear power stock that Altman bet on, fell nearly 26%.
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