JP Morgan listar vinnare och förlorare på Deepeek
Storbanken går mot strömmen och pekar ut Nvidia, samt fler andra chipbolag som Broadcom och Micron som vinnare på Deepseek. JP Morgan menar att mer avancerad AI och fler användningsområden kommer att öka efterfrågan på chip.
Andra vinnare som listas är Meta, Alphabet, Amazon då den nya tekniken kan sänka AI-relaterade kostnader.
Intel, Oracle och Caterpillar kan i stället bli förlorare då JP Morgan spår minskad efterfrågan på serverprocessorer, överetablering av datacenter och en avtagande utbyggnadstakt.
bakgrund
Deepseek
Wikipedia (en)
DeepSeek (Chinese: 深度求索; pinyin: Shēndù Qiúsuǒ) is a Chinese artificial intelligence company that develops open-source large language models (LLMs). Based in Hangzhou, Zhejiang, it is owned and funded by Chinese hedge fund High-Flyer, whose co-founder, Liang Wenfeng, established the company in 2023 and serves as its CEO.
The DeepSeek-R1 model provides responses comparable to other contemporary large language models, such as OpenAI's GPT-4o and o1. It is trained at a significantly lower cost—stated at US$6 million compared to $100 million for OpenAI's GPT-4 in 2023—and approximately a tenth of the computing power used for Meta's comparable model, LLaMA 3.1. DeepSeek's AI models were developed amid United States sanctions on China and other countries for chips used to develop artificial intelligence, which were intended to restrict the ability of these countries to develop advanced AI systems. Lesser restrictions were later announced that would affect all but a few countries.
On 20 January 2025, DeepSeek released its first free chatbot app, based on the DeepSeek-R1 model, for iOS and Android; by 27 January, DeepSeek had surpassed ChatGPT as the most-downloaded free app on the iOS App Store in the United States, causing Nvidia's share price to drop by 18%. DeepSeek's success against larger and more established rivals has been described as "upending AI" and ushering in "a new era of AI brinkmanship". DeepSeek's compliance with Chinese government censorship policies and its data collection practices have also raised concerns over privacy and information control in the model, prompting regulatory scrutiny in multiple countries.
DeepSeek makes its generative artificial intelligence algorithms, models, and training details open-source, allowing its code to be freely available for use, modification, viewing, and designing documents for building purposes. However, reports indicate that it applies content restrictions in accordance with local regulations, limiting responses on topics such as the Tiananmen Square massacre and Taiwan’s status. The company reportedly vigorously recruits young AI researchers from top Chinese universities, and hires from outside the computer science field to diversify its models' knowledge and abilities.
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