Deepseek, a Chinese artificial intelligence company, released R1, an open source pronounced model this month. The functions of this model almost match the advanced models of Openai, Anthropic, and Alphabet Googl/Goog, while greatly reducing training costs.
Why is it important: R1’s impressive performance/cost dynamics caused investors’ concerns about the need for hundreds of dollars on capital spending by a large high -tech company? Is planning to spend billions more).
The R1 release and the dramatic low price (more than 90 % below Openai’s latest inference models) are closely related to the “complementary commercialization” view of a large language model space. ), Public Cloud Vendor’s main good cloud -infrastructure value and usage increase. Therefore, Amazon Amzn, Microsoft MSFT, and Google believe that they are profitable by reducing LLM prices in the long term.
Conclusion: Microsoft ($ 490 per share), Amazon ($ 200), and Alphabet ($ 220) maintaining a fair value, and these wide -mote companies are increasing AI. I think it is benefiting from. We will match the public cloud business.
We expect public cloud vendors to continue to rise in the short term, but we believe that it is mainly to provide generated AI demand. In time, these large -scale US high -tech companies are used to reduce R1 costs, reduce the cost of model training and reasoning, and reduce R1 costs to reduce medium and long -term capital spending. We hope to copy some of the AI technology.
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