After the new artificial intelligence (AI) model was released in Chinese Deepseek, investors weighed whether the US technology company could keep up and sent stocks related to AI, such as NVIDIA (NVDA), Broadcom (AVGO) and Taiwan. Semiconductor Manufacturing Company (TSM).
Patrick Moorhead, the founder of Moor Insights & Strateger, CEO and Chief Analyst Patrick Moorhead. Market rule. He shared his point of view, although DeepSeek made important progress in inferring, the market may be too worried that this means what we mean for our AI company.
“I don’t think this is Psyop of China,” Moorride explained. “I spent it to read the white paper on weekends and introduce it in detail. Although I am not a data scientist, I do believe that I know that they have used different technologies or data from other model manufacturers or 5 % of data.
He added: “When you actually run one of the applications called reasoning, they will do this with great optimization.”
Although the model of DeepSeek was impressive, Moorhead believes that the market response is “a huge excessive reaction.”
“I think the overall market should be crazy because [this is the] Improve what we want [from AI]”He said, and added that the focus of investors should be in the progress of inference.
Watch the above video to understand more information about Moorhead, and understand the impact of new models of Deepseek on NVIDIA and other AI players.
To watch more expert insights and analysis on the latest market actions, please see more Market rule here.
This article was written by Naomi Buchaanan.
