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.
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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Marvell Technology Options Spot-On: On January 27th, 194.29K Contracts Were Traded, With 521.17K Open Interest
On January 27th ET, $Marvell Technology(MRVL.US)$ had active options trading, with a total trading volume of 194.29K options for the day, of which put options accounted for 29.5% of the total
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A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.
What is more important than technology is vision.
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Has DeepSeek really put overseas Technology stocks in trouble, or is it just a temporary decline?
Analysis indicates that the recent trend of the Nasdaq Index is similar to the trend during the 2000 Technology bubble, and the rise of DeepSeek may trigger a collapse of the Technology bubble in the USA. However, if USA technology giants can succeed with less capital expenditure, they will win the favor of the market.
Is it safer to take profits or to buy on dips? DeepSeek's "fear" dominates Silicon Valley; quickly read about Wall Street's latest perspectives.
In no time, the domestic AI dark horse DeepSeek has become the focal point of discussion in the global Technology circle.
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