DeepSeek(DPSK.NA)

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DeepSeek
DPSK.NA
A large model company under High-Flyer Quantification and is committed to exploring the essence of AI.
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DeepSeek releases OCR 2 with new visual encoding architecture, targeting more human-like machine vision

Chinese AI startup DeepSeek has released its latest optical character recognition model, DeepSeek-OCR 2, which features a new visual encoding architecture aimed at enhancing machine interpretation of visual information. The model utilizes the DeepEncoder V2 architecture, allowing for dynamic rearrangement of image components based on context. It improves data compression efficiency and reduces computational costs, achieving a benchmark score of 91.09%, a 3.73% increase from its predecessor. This release reflects the growing competition among Chinese AI developers in foundational models and open-source capabilities.

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DeepSeek-OCR 2 Heavy Release: AI Learns "Human Visual Logic" to Interpret Images through Causal Flow

More news, ongoing updates

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Did everyone forget about DeepSeek? What Wall -2-

The ongoing compute scarcity in China contrasts with the U.S. approach of scaling resources, as highlighted by OpenAI's $1.4 trillion infrastructure investment. OpenAI CFO Sarah Friar emphasized that growth is tied to compute acquisition. In contrast, Alibaba's Lin questioned whether innovation is driven by wealth or scarcity, suggesting that resource limitations may foster more efficient development compared to Silicon Valley's abundance.

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Morgan Stanley's view on DeepSeek: using savings to replace calculations, winning with less!

DeepSeek is rewriting the AI expansion law with the philosophy of "spending less money to get more done." Morgan Stanley believes that DeepSeek's unique Engram architecture separates computation from storage through "conditional memory," replacing scarce HBM resources with cost-effective DRAM. This not only reshapes the value of ordinary storage but also proves that the winning point for the next stage of AI is no longer the brute force stacking of GPUs, but rather an efficient hybrid architecture

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Consumers spent more on mobile apps than games in 2025, driven by AI app adoption

In 2025, global consumer spending on non-game mobile apps surpassed that on games for the first time, reaching approximately $85 billion, a 21% increase from the previous year. This growth was largely driven by the adoption of generative AI apps, which saw in-app purchase revenue exceed $5 billion and downloads double to 3.8 billion. Major tech companies invested heavily in AI assistants, with OpenAI's ChatGPT leading the market. Overall, mobile devices played a crucial role in connecting users to AI services, with over 200 million users in the U.S. engaging with AI apps.

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Alibaba’s Qwen Launch: More Than Just a Chatbot

Alibaba’s 30-minute Qwen app launch signaled a key shift: AI is moving from chat to task-oriented Agents—a strategic leap for Alibaba.

vs. rivals like Op...

The US has roughly 5,381 data centers compared to China's 449. That's more compute infrastructure than literally every other major country combined. The American thesis is straightforward whoever owns...

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Deepseek scare: market is up 10.4% since

Tariff scare: 23%

There are always reasons to sell.

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