"The Big Short" predicts another "DeepSeek Impact"
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"The Big Short" Michael Burry retweeted an analysis of DeepSeek's next-generation large model, believing that its low-cost innovative architecture will impact the surge in data center trading in the U.S. stock market. Nomura Securities pointed out that DeepSeek's upcoming V4 model may reduce training and inference costs through mHC and Engram technology, accelerating innovation in China's AI value chain, but it will not create shockwaves in the global AI infrastructure market at the level seen last year
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