This will just drive further competition and innovation - it's not over yet
Does DeepSeek Spell Doomsday For Nvidia And Other AI Stocks? Here's What To Know
The Chinese AI service has Wall Street worried that it will be cheaper than expected to develop models. But as chip stocks sink, some analysts see a silver lining.That's the big question on the minds of investors Monday, given newfound attention on DeepSeek, a Chinese AI app that has climbed to the top of the U.S. App Store. The company reportedly was able to build a model that functions like OpenAI's ChatGPT without spending to the same degree."If DeepSeek's innovations are adopted broadly, an argument can be made that model training costs could come down significantly even at U.S. hyperscalers, potentially raising questions about the need for 1-million XPU/GPU clusters as projected by some," Raymond James analyst Srini Pajjuri wrote in a note to clients over the weekend.That number corresponds to DeepSeek-V3, a "mixture-of-experts" model that "through a number of optimizations and clever techniques can provide similar or better performance vs other large foundational models but requi
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