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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.
The demand for AI Chips continues to surge! Meta (META.US) continues to invest heavily in AI, planning to spend 650 million dollars this year.
Zuckerberg stated that Meta will invest up to 65 billion dollars in AI by 2025, which means this year's capital expenditure will increase by 50% compared to the spending in 2024; Meta had previously announced in December an investment of 10 billion dollars to build new Datacenters.
Qualcomm Gains $2 Billion Boost From Samsung S25 Chipset Deal, Analyst Highlights Growth in Handsets and Beyond
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Friday Amid US Trade Policy Uncertainty, Upcoming Earnings Anticipation
How Sidestepping Big Tech Has Paid off Lately -2-
How Sidestepping Big Tech Has Paid off Lately in These Stock ETFs