No Data
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.
Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
Track the entire lifecycle of the main Sector.
The market continues to shrink and adjust, raising concerns about a retreat in the Siasun Robot&Automation Sector. Can the deep-sea Technology Concept hold the flag and launch a counterattack?
Track the entire lifecycle of the main Sector.
The Q2 edge AI Hardware is expected to see explosive growth, with companies like Xiaomi, ByteDance, and FOURTH PARADIGM all entering the market.
Recently, a new player has emerged in the edge AI market—an AI company formerly known as "FOURTH PARADIGM" (stock code: 6682.HK) has been renamed to Paradigm Group (hereinafter referred to as "Paradigm"). It has restructured its original B2B Business as a core subsidiary; meanwhile, it launched the Phancy brand aimed at the Consumer Electronics market to explore a vast edge AI market. Currently, the edge AI market has gathered many players. This company, with a B2B service gene, choosing to enter the market at this time seems to announce to the outside world that the competition in the edge AI market has entered a fierce stage. However, this has also triggered many...
The "gap" in the implementation of the DeepSeek large model integrated machine | Depth
① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.
The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
