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.

Zhitong FinanceJan 27 16:03

Google's AI Chip Business is valued at over 700 billion dollars, potentially becoming the most valuable Sector.

Google's AI chip business not only rivals NVIDIA but may also become the most valuable part of this Internet Plus-Related search company.

Zhitong FinanceJan 27 11:41

Alphabet-A Options Spot-On: On January 27th, 398.31K Contracts Were Traded, With 2.19 Million Open Interest

On January 27th ET, $Alphabet-A(GOOGL.US)$ had active options trading, with a total trading volume of 398.31K options for the day, of which put options accounted for 27.65% of the total transactions,

Futu News38minutes ago

Google finds a way out of regulatory pressure by prioritizing AI education.

① Google hopes to shape public perception ahead of the global regulatory tide for AI; ② Google executives revealed that the company's priorities are to establish education programs to train employees on using AI; ③ Alphabet's President of Global Affairs, Kent Walker, stated that familiarizing more people with AI helps in formulating better policies and creates new opportunities.

cls.cnJan 26 12:24

DeepSeek's Low Prices Undercut Big-Spending Competitors -- Analysis

WSJ04:12

Google Begins New Testing of Search-Results Display in EU

WSJ02:55