$Alibaba (BABA.US)$ DeepSeek's success is due to the low-cost model. Why is Alibaba planning to invest at least 380 billion yuan in AI and cloud computing over the next three years? $NVIDIA (NVDA.US)$ $Vertiv Holdings (VRT.US)$
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$Taiwan Semiconductor (TSM.US)$
Intel's Market Cap is just over a hundred billion dollars.
The investment amount for the four new factories is 40 billion dollars.
If Taiwan Semiconductor takes over the manufacturing part of Intel, it would be equivalent to acquiring the factory at a discount.
Trump's alternative subsidy.
Because Taiwan Semiconductor's and Intel's processes are different, it will take some time for Taiwan Semiconductor to adjust its processes and improve yield.
Taiwan Semiconductor has ample operating experience in this area. After merging with World Advanced and Deqi, it took several years to adjust the yield, and even World Advanced was assisted by Taiwan Semiconductor in adjusting the yield.
Intel's Market Cap is just over a hundred billion dollars.
The investment amount for the four new factories is 40 billion dollars.
If Taiwan Semiconductor takes over the manufacturing part of Intel, it would be equivalent to acquiring the factory at a discount.
Trump's alternative subsidy.
Because Taiwan Semiconductor's and Intel's processes are different, it will take some time for Taiwan Semiconductor to adjust its processes and improve yield.
Taiwan Semiconductor has ample operating experience in this area. After merging with World Advanced and Deqi, it took several years to adjust the yield, and even World Advanced was assisted by Taiwan Semiconductor in adjusting the yield.
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TsuanGiam
commented on
(Kuala Lumpur, 3rd) China's AI DeepSeek has shaken the market, however, analysts pointed out that with DeepSeek's Low Stock Price and efficiency, it can make Datacenters more profitable, which is beneficial for related construction stocks in Malaysia.
The cost of the DeepSeek model is only 5.6 million USD (25.16 million Ringgit), which has stunned the market, because this is just a small fraction compared to the billions invested by USA companies, and it may also impact the demand for Datacenters in the future.
It is unknown whether the 5.6 million USD refers to the cost of the final round of training, or whether the overall cost from scratch is far higher than this figure, but if true, this represents a completely new breakthrough.
Analysts from the investment bank pointed out that, from a low-cost perspective, the actual progress of DeepSeek helps to become a catalyst, driving demand in the entire Datacenter sector.
Analysts pointed out that, based on the current trend, AI training is expected to improve efficiency by 30%, but this does not mean that the demand for chips and Datacenters will decline by 30%.
On the contrary, while improving efficiency, companies that often complain that AI cannot provide the target ROI might achieve their target returns through more efficient AI models.
Furthermore, according to the Jevons Paradox, when technology advances, the required resources tend to increase, and driven by relatively resilient demand, higher efficiency can lead to lower prices while also enhancing AI...
The cost of the DeepSeek model is only 5.6 million USD (25.16 million Ringgit), which has stunned the market, because this is just a small fraction compared to the billions invested by USA companies, and it may also impact the demand for Datacenters in the future.
It is unknown whether the 5.6 million USD refers to the cost of the final round of training, or whether the overall cost from scratch is far higher than this figure, but if true, this represents a completely new breakthrough.
Analysts from the investment bank pointed out that, from a low-cost perspective, the actual progress of DeepSeek helps to become a catalyst, driving demand in the entire Datacenter sector.
Analysts pointed out that, based on the current trend, AI training is expected to improve efficiency by 30%, but this does not mean that the demand for chips and Datacenters will decline by 30%.
On the contrary, while improving efficiency, companies that often complain that AI cannot provide the target ROI might achieve their target returns through more efficient AI models.
Furthermore, according to the Jevons Paradox, when technology advances, the required resources tend to increase, and driven by relatively resilient demand, higher efficiency can lead to lower prices while also enhancing AI...
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$NVIDIA (NVDA.US)$ $Taiwan Semiconductor (TSM.US)$ $Meta Platforms (META.US)$
From Hong Kong unwire.hk
From Hong Kong unwire.hk
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$NVIDIA (NVDA.US)$ It's a story similar to China's rabbit fast-run self-driving car, because of a secret that cannot be told.
50,000 chips can be set up without being in China.
50,000 chips can be set up without being in China.
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TsuanGiam
commented on
$NVIDIA (NVDA.US)$ When the China Wuling EV was launched, it is uncertain whether it shook Tesla's position in the electric vehicle market. $Tesla (TSLA.US)$
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TsuanGiam
commented on
Morning Movers
Gapping up
$AT&T (T.US)$ shares rose 2.3% after delivering better-than-expected fourth-quarter earnings. The company reported earnings of 54 cents per share, beating analyst estimates by 4 cents, and posted $32.3 billion in revenue, surpassing the $32.02 billion forecast.
Gapping down
$NVIDIA (NVDA.US)$ shares plunged over 11% in premarket trading, heading for their worst day since March 2020. The sell-off followed...
Gapping up
$AT&T (T.US)$ shares rose 2.3% after delivering better-than-expected fourth-quarter earnings. The company reported earnings of 54 cents per share, beating analyst estimates by 4 cents, and posted $32.3 billion in revenue, surpassing the $32.02 billion forecast.
Gapping down
$NVIDIA (NVDA.US)$ shares plunged over 11% in premarket trading, heading for their worst day since March 2020. The sell-off followed...
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The meaning of Xinhua Dictionary is superior to that of Kangxi Dictionary.
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