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As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?
According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.
Wangsu Science & Technology Co.,Ltd.'s (SZSE:300017) 36% Share Price Surge Not Quite Adding Up
After a year, the AI computing power market is once again booming, and the utilization rate of intelligent computing centers is expected to gradually increase.
① Currently, the vacancy rate of intelligent computing centers has also decreased. Respondents expect that with the rise of domestic technologies like DeepSeek and the expansion of application scenarios, the utilization rate of intelligent computing centers is expected to gradually increase. ② The Research Reports from Open Source Securities point out that the strategic advancement of major players in AI is likely to increase the demand for AI Cloud Computing power, which may drive these giants to gradually increase their capital investments in AI Cloud Computing.
Wangsu Science & Technology (300017.SZ): The income from liquid cooling accounts for a small proportion of the company's overall revenue.
On February 17, Gelonghui reported that Wangsu Science & Technology (300017.SZ) stated on the investor interaction platform that the company's liquid cooling Business currently has two directions: single-phase immersion liquid cooling solutions and cold plate solutions, which have been applied in fields such as convergence media, video rendering, and Universities. Currently, liquid cooling revenue accounts for a small proportion of the company's overall revenue.
Does Wangsu Science & TechnologyLtd (SZSE:300017) Have A Healthy Balance Sheet?
Minsheng Securities: Why is the most beneficial direction for DeepSeek the Industry Chain in cloud computing?
DeepSeek provides cloud vendors with the low-threshold opportunity to deploy "killer applications," and market demand is expected to迎来广阔机遇.
