Some analysts believe that Depseek will only be Temu from artificial art

The appearance of DeepSeek caused waves to Wall Strithon when NVIDIA lost $ 600 billion in one day – the largest loss, registered in one day by a company in the history of the United States. Nevertheless, Wedbush analysts believe that although Depseek is amazing, “this small Chinese artificial intelligence laboratory will not abandon the entire technological ecosystem of the United States,” they indicate in the note What can you read hereThe field “They said that a few years ago, TEMU will be a“ model that will destroy Amazon ”, Amazon is adjusted and well, you judge,” analysts add.

In their note, analysts suggest that the allegations of how much the development of the Deepseek Free model costs can be mainly a lie.

In December last year, Depseek announced a wide model of the language (a large language model), which claimed that in two months she developed about $ 5.6 million, and also works using NVIDIA chips with a low level. This statement and results of Deepseek caused depreciation in the cost of several technological companies, mainly NVIDIA. Nevertheless, Wedbush analysts suggest that Depseek is lying.

“There was more panic among investors around the depsec about how they developed it, and not what they could do,” analysts say. “Imagine the parents of the initial student, they worked on the project, and there is one that is at a different level and is completely opaque for the rest. A surprise is how 8 -year -old boy could do this? Then, two days later, you will find that the project was created by his father, mother -architect or engineer, while his son watched the TV. Then the project looks completely different, ”says Wedbush experts.

Is this a signal that is deprived? This is completely clear to me. And Wedbush continues to develop his position: “If DeepSeek built this model with $ 6 million and without the last generation of NVIDIA, why does Microsoft spend $ 80 million and purposeful on capital costs?”

$ 2 billion

The truth is that, as soon as DeepSeek Storm and it, it is suggested, according to Wedbush, the amazing efficiency of the use of resources, the great giants of artificial intelligence retain their plans for investing capital costs of $ 2 billion in artificial intelligence.

According to Wedbush, there are companies such as NVIDIA, Microsoft, Google, Amazon, Palantir, Servicenow, Salesforce, Oracle and TSMC, among others.

“Wide language models will be cheaper and more commercialized over time, however, in the data, in cases of use, in discussions about the algorithms and storage of AI. “In short, Depseek created an incredible language model (you must pay tribute to its developers), but this small Chinese artificial intelligence laboratory will not abandon the entire technological ecosystem of the United States,” – Wedbush Ditch.