2025年1月,DeepSeek-R1横空出世,硅谷的股票交易员们在睡梦中被叫醒。纳斯达克当天低开,英伟达单日蒸发近6000亿美元市值,单日跌幅17%。彼时,华尔街的第一反应是恐慌:如果中国人能用更少的算力训练出同等水平的模型,AI基础设施的投资逻辑 ...
DeepSeek 的投资人反而是短期内受益确定性最低的一群。500 亿融资进来了,但五年锁定期、无投票权、有限合伙结构——三重保险锁死了所有外部干预。阿里因为要董事会席位,没谈拢。"不欢迎赚快钱"——他说到做到。
BEIJING--Chinese artificial intelligence startup DeepSeek released on Thursday an upgrade to its flagship V3 model that the ...
DeepSeek delivers frontier-class AI performance at a fraction of competitor prices, but serious privacy concerns make it a ...
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市场把Kimi K3当作“DeepSeek时刻2.0”来恐慌,但这一次,华尔街的判断截然不同。7月16日深夜,月之暗面在上海发布Kimi K3。这个2.8万亿参数的开源模型,在Artificial ...
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