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郭明錤:DeepSeek加速两个AI产业新趋势

Ming-Chi Kuo: DeepSeek accelerates two new trends in the AI industry.

Breakings ·  Jan 31 08:02

Analyst Ming-Chi Kuo from Tianfeng Securities stated that after the release of DeepSeek-R1, there are two important new trends in the AI industry worth noting. Even without DeepSeek-R1, these two trends would eventually become clearly evident, but the emergence of DeepSeek-R1 has accelerated their occurrence. 1. As the marginal benefits of the scaling law slow down, AI computing power can continue to grow through optimized training methods, which helps in discovering new applications. 2. The significant decrease in API/Token prices is beneficial for AI software/services and device-side AI, accelerating the diversification of AI applications.

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