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DeepSeek Reveals AI's Trillion Dollar Folly: Winners and Losers

David has highlighted this Insight as a Top Pick
573 Views15 Feb 2025 23:24
China's platform companies are beneficiaries of DeepSeek's innovations in the AI industry with enhanced user experience. US hyperscalers will struggle to effectively monetize their $1T AI investment.
What is covered in the Full Insight:
  • DeepSeek and AI Democratization
  • Analysis of China's Technological Advancements
  • Impact on US Hyperscalers and Investment
  • Innovative AI Architectures and Cost Reductions
  • Future Outlook for Global AI Landscape
Boomeranged on Mon, 24 Mar 2025 02:36
Ant Group announced it has used Chinese-made semiconductors to develop techniques for training AI models that will cut costs by 20%. The domestic chips trained models using the Mixture of Experts approach and got results similar to Nvidia chips like the H800. Chinese AI players continue to demonstrate that AI models can be trained for much less than the billions of dollars spent by US players.
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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
EquitiesCross Asset StrategyThematic (Sector/Industry)
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