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After a month of explosive popularity for DeepSeek-R1, what changes has it brought? UBS Group surveyed 20 software companies.
Feedback indicates that enterprise clients are increasingly inclined to leverage AI as a driving force for productivity and revenue growth. Although budget plans are usually made after March, there are already signs that IT spending might increase in 2025, with AI being a key focus. UBS Group believes that, given the improved growth prospects, the valuation of AI in China still has room for growth.
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Viewpoint | Is DeepSeek's 545% profit margin a nuclear bomb for computing power?
DeepSeek's "high profits" indicate that through extreme infrastructure optimization, very high computing power utilization and performance can also be achieved. However, there are still many disagreements about whether DeepSeek is a nuclear bomb for computing power. Well-known investor Duan Yongping agrees with NVIDIA CEO Jensen Huang's earlier viewpoint, stating that DeepSeek will stimulate the market's pursuit of more efficient AI models and believes that the demand for computing power will continue to grow. However, some foreign technology bloggers argue that DeepSeek has already 'knocked down' NVIDIA, and based on DeepSeek's current extremely high utilization of computing power, it can easily meet the global AI demand.
Five days of continuous breakthroughs! A review of DeepSeek's "Open Source Week" technology bundle: redefining computing power with Software!
300 lines of code have optimized the H800, understanding GPUs better than NVIDIA, with a data throughput of 6.6TiB/s on High-speed Rail…… The most profound significance of the "Open Source Week" event may lie in its validation of DeepSeek's "low cost and high performance" technological path.
Top Executives at Innodata Make Significant Stock Sales!