Reported 2 days ago
DeepSeek's recent release of a new AI model has sparked concerns among investors regarding the ability of US tech giants like Nvidia and TSM to compete. Despite the market's negative reaction, analyst Patrick Moorhead argues that the fears may be exaggerated and highlights the significant advancements DeepSeek has made in optimizing inference techniques. He believes that the market's response is more of an overreaction than a reflection of the actual potential impact on US AI companies.
Source: YAHOO