Could DeepSeek’s AI gains be good news for all AI players?

DeepSeek’s AI Gains: Implications for the Tech Industry

Recently, China’s DeepSeek unveiled a new artificial intelligence (AI) model, prompting investors to assess its impact on U.S. tech companies. The announcement led to a decline in AI-related stocks such as Nvidia (NVDA), Broadcom (AVGO), and Taiwan Semiconductor Manufacturing Company (TSM). In an interview, Patrick Moorhead, founder and CEO of Moor Insights & Strategy, shared his insights on the situation, indicating that while DeepSeek has achieved a significant advancement in inference, the market reaction might be excessive.

Moorhead highlighted that DeepSeek employed unique techniques that allowed them to effectively utilize just 5% of the available data, resulting in a remarkable 95% reduction in data usage. He emphasized that the optimization they demonstrated in their inference applications was exceptional. Despite recognizing the impressive nature of DeepSeek’s model, Moorhead believes the market’s response is a significant overreaction. He asserts that the overall AI market should be positively responding to these advancements in inference capabilities.

To learn more about Moorhead’s perspective on the effects of DeepSeek’s new model on Nvidia and other AI competitors, check out the full discussion.

For more details, visit: https://finance.yahoo.com/video/could-deepseeks-ai-gains-good-215847832.html

#AI #Technology #ArtificialIntelligence #Inference #Investment

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