Threat or opportunity? What is the impact of DeepSeek's rise on the Global AI Chip Industry?
① The release of the DeepSeek open-source R1 model has delivered a "critical hit" to NVIDIA's Market Cap while also presenting opportunities for smaller companies. ② The CEO of AI Chip manufacturer Cerebras stated that developers are keen to replace expensive closed models with R1. ③ Additionally, industry insiders believe that DeepSeek will increase the adoption of new inference chip technologies, as smaller companies see expansion opportunities in the inference field.
The chip that achieved the miracle of DeepSeek sounds the alarm for NVIDIA!
In the past two weeks, DeepSeek has become a Global hotspot. Especially in the Western world, this generative AI system from China has sparked widespread discussion.
The USA has launched a National Security investigation against DeepSeek! Alibaba suddenly releases a major move, and the domestic large model has another heavy impact.
On the first day of the Lunar New Year, Alibaba launched the first big model of the New Year.
OpenAI IAT Automobile Technology evaluates DeepSeek: will adhere to the current research path, computing power remains crucial.
Altman stated that IAT Automobile Technology will release better models and emphasized that more computing power is essential to achieving its mission.
Did DeepSeek sink the "Stargate"?
Investors have always been cautious about AI companies claiming to need huge amounts of funding to train models, especially in the absence of short-term profit plans. The sudden popularity of DeepSeek seems to confirm this concern.
The invention of the steam engine reduced the use of Coal? Wall Street is hotly discussing the rise of DeepSeek, is now the time to buy in?
Some analysts suggest that the rise of DeepSeek may have an "extinction-level" impact on other startups building AI models, but Bernstein Analysts believe that the development of DeepSeek does not indicate the "end of AI infrastructure."
Wall Street's bullish Analyst "stubbornly" states: DeepSeek's innovation is not a Bearish on computing power.
Some Wall Street Analysts insist that the improvement in model efficiency is more likely to trigger a surge in demand, leading to greater demand for computing power, rather than a reduction.
Trump: The rise of DeepSeek should ring alarm bells for American companies.
DeepSeek breaks hardware limitations, sparking an intense online debate.
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.
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Analyst: Upgraded chip forecast.
Malcolm Penn, founder and chief Analyst of Future Horizons, has raised his forecast for the growth of the Global chip market in 2025 to 15%, with a fluctuation of ±4%.
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Express News | US tightens its grip on AI chip flows across the globe
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