전체 글 썸네일형 리스트형 What I heard from my junior I had lunch with my junior who had been working at a global company in the U.S. for about three years after being scouted as vice president of S Electronics. What I heard from my junior. Major executives of S Electronics go into the shower by putting a handgun in their zipper bags. They don't know if they will get a call from the business support task force (formerly known as the U.S. Army Offic.. 더보기 Shortly after the inauguration of the Kim Shortly after the inauguration of the Kim Young-sam administration in 1993, it was announced that the inter-Korean summit would be promoted. Kim Young-sam's announcement was greatly welcomed because the unification of East and West Germany took place just in time in 1990, and up until then, inter-Korean unification was a national task and the number of people who supported inter-Korean reconcili.. 더보기 Due to the DeepSeek crisis Due to the DeepSeek crisis, Nvidia's market capitalization lost a whopping $600 billion in a day. In fact, it is a Blacks completion event. For AI semiconductor investors, including Nvidia, it is a "dry sky." Market movement at this level is a level of volatility that is difficult to see in 2020 and 2008. This proves that the market is taking this situation quite seriously. In fact, it is expect.. 더보기 미국 증시, 딥시크 빌미로 밸류에이션 부담 종목 중심으로 매물 출회 서상영님 글 ㅣ 01/28 미국 증시, 딥시크 빌미로 밸류에이션 부담 종목 중심으로 매물 출회미 증시는 딥시크 이슈로 인한 AI 산업의 고평가 이슈가 부각되며 관련 종목 중심으로 하락 출발. 다만, 경제지표 개선과 국채 금리 하락에 따른 소비재와 제약업종의 강세가 견고한 모습을 보이는 차별화가 진행. 이후 딥시크를 둘러싼 해석과 그에 따른 변화가 종목 차별화 요인으로 작용하며 다우는 상승, 나스닥은 큰 폭 하락하며 마감(다우 +0.65%, 나스닥 -3.07%, S&P500 -1.46%, 러셀2000 -1.03%, 필라델피아 반도체 지수 -9.15%)*변화 요인: 딥시크와 AI 수익화 논란지난 해 7월 일명 'AI 수익화' 논란이 시장에 영향을 줬으며, 이후 대형 기술주의 자본 지출에 대한 우려와 기대가 .. 더보기 A Chinese hedge fund subsidiary A Chinese hedge fund subsidiary developed a generative language model called DeepSeek R1, and it was trained very cheap and functionally. Actually, the cheap thing here is that after creating a foundation model, we made a better one by reinforcement learning later. Building a foundation model still requires considerable computing resources. That company has 10,000 Nvidia GPUs. It costs probably .. 더보기 Nasdaq returned all of 💥 Nasdaq returned all of its gains this year due to the impact of AI DeepSeek from China.In the futures market alone, $1.2 trillion in technology has been lost.🤔 What the hell is Dipsyck?Chinese AI startup DeepSeek has unveiled its R1 model as an open source, which is equivalent to OpenAI's o1, and some show better performance.🤔 Why Are U.S. Tech Stocks Shocked?The DeepSeek V3 model was devel.. 더보기 Why is Dipsyk a shock (to the US)? Why is Dipsyk a shock (to the US)?✅ Existing U.S. AI companies are investing a lot of money to develop LLM✅ Suddenly, Dipsyck said, 'We can do it much cheaper.' Show & probe✅ Fundamentally Rethink and Develop LLM Development Methods✔️ 75% reduction in memory usage✔️ If an existing LLM is read word by word, DeepSeek reads the entire sentence at once, twice faster and 90% more accurate✔️ Instead o.. 더보기 The more you dig DeepSeek The more you dig DeepSeek, the more you sell it, the more something comes out.The end point is increasingly a war between the U.S. government and the Chinese government, which is the Cold War of the 2020s.It wasn't a simple question of whether DeepSeek had cheat or not. The key is that China has created an o1 level model. It wasn't about cheating or not. I guess he did cheat... by any means. It'.. 더보기 이전 1 ··· 15 16 17 18 19 20 21 ··· 709 다음