The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.
The game license has arrived in March! Black Myth: Wukong has been approved for the PS5 in the Chinese market, with major titles from Tencent and NetEase gathering around it.
Explode the Industry.
The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
Alibaba's open-source text-to-video model Wanxiang 2.1 is expected to bring about a starting point for the explosion of AI applications.
① According to informed sources, Alibaba fully open-sourced its video generation model Wanxiang 2.1 on the evening of February 25. ② With AI video generation tools represented by Wanxiang continuing to iterate, their penetration into various application scenarios is expected to accelerate in the future.
Express News | Is it the first time considering raising external funds? DeepSeek representatives refute the rumors: all financing news is false.