Tech's Drawdown Could Create a New Leadership Potential – BTIG's Krinsky
DeepSeek and Nvidia: SA Analysts Tell Investors What They Need to Know
OpenAI IAT Automobile Technology evaluates DeepSeek: will adhere to the current research path, computing power remains crucial.
Altman stated that IAT Automobile Technology will release better models and emphasized that more computing power is essential to achieving its mission.
Did DeepSeek sink the "Stargate"?
Investors have always been cautious about AI companies claiming to need huge amounts of funding to train models, especially in the absence of short-term profit plans. The sudden popularity of DeepSeek seems to confirm this concern.
The invention of the steam engine reduced the use of Coal? Wall Street is hotly discussing the rise of DeepSeek, is now the time to buy in?
Some analysts suggest that the rise of DeepSeek may have an "extinction-level" impact on other startups building AI models, but Bernstein Analysts believe that the development of DeepSeek does not indicate the "end of AI infrastructure."
Wall Street's bullish Analyst "stubbornly" states: DeepSeek's innovation is not a Bearish on computing power.
Some Wall Street Analysts insist that the improvement in model efficiency is more likely to trigger a surge in demand, leading to greater demand for computing power, rather than a reduction.