DK11
:
possibly Keppel DC demands are based on Openai demands. if Deep seek becomes more dominant the need for data centre might shift away from Keppel DC infrastructure. still early to tell but this deepseek is generating a lot of attention at the moment.
狮城牧羊人
DK11
:
not exactly, i think its because deepseek has proven that computation requirement needed for AI is only 1/10 or even lower meaning to say future requirement for DC will greatly be reduced. i hope im wrong about this knowing it today after buying another lot to dca.
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103680587 : Thrump ban affect Singapore DC as well?
DK11 : deepseek ai. Chinese ai. cheaper.
s2nw2g OP : Chip maker than affected right. Regardless of efficiency, DC will likely still be needed... Saved more data..
DK11 : possibly Keppel DC demands are based on Openai demands. if Deep seek becomes more dominant the need for data centre might shift away from Keppel DC infrastructure. still early to tell but this deepseek is generating a lot of attention at the moment.
狮城牧羊人 DK11 : not exactly, i think its because deepseek has proven that computation requirement needed for AI is only 1/10 or even lower meaning to say future requirement for DC will greatly be reduced. i hope im wrong about this knowing it today after buying another lot to dca.![white_frowning_face ☹️](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/2639-fe0f.png)
DK11 狮城牧羊人 : too early to tell. maybe the market oversold. enjoy the holiday first. Cheers.