$Arista Networks (ANET.US)$The emergence of DeepSeek will shift the focal value of the AI industry chain from front-end computing power to the middle and end stages. Currently, the clearest direction is undoubtedly cloud computing. The core innovation of DeepSeek lies in the significant improvement in algorithm efficiency and the substantial reduction in costs. This provides a new approach for small and medium-sized enterprises to enter the field of AI: they can rent computing power as needed to...
$Arista Networks (ANET.US)$There is very little reason for this stock to go down. This company does not make chips. However, the upside is to buy more stock.
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They don't make chips, but they are building the AI infrastructure, investors are suspicious that all the money were used to making a huge AI bubble.
EC2025
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Speculation and fear, that’s the upside to buy more…. Deepsea was built with GPT to begin with, what happens next remains to be seen.
mirzaquna : Don't worry.