#DeepSeek冲击全球算力 #Onlyrepresents personal thoughts
The recent release of DeepSeek R1, with its low training cost and excellent performance, has triggered the market to rethink the cost of AI training, causing the stock market to fall in related stocks, thereby affecting the virtual currency market.
I think this decline is mainly a reaction to market sentiment. DeepSeek R1 can indeed train a model comparable to OpenAI o1 at low cost, demonstrating its technical strength. However, DeepSeek R1 is open source, which means other technology giants can refer to its technology and combine it with their own computing power to develop more powerful AI models.
In the short term, DeepSeek R1 may cause market concerns and increased competition. But in the long run, the open source of DeepSeek R1 may promote the popularization of AI and technological innovation, expand market demand, and benefit the semiconductor industry.
There may be fluctuations in the short term, but in the long term, DeepSeek R1 will help promote the development of the AI industry. I remain optimistic about the mid- to long-term development of the semiconductor industry, and the virtual currency market will also develop with related industries.