大摩:DeepSeek R1有利降低AI成本 有利中国数据中心及软件公司

阿斯达克财经
Jan 28, 2025

摩根士丹利发表报告,称中国AI公司DeepSeek推出的R1是一款开源模型,可能在性能上与Openai的GPT-1相匹配,但训练成本却大幅降低,仅为GPT训练成本的三十分之一,这引发对大型高端GPU需求的讨论,因为R1能提供一种更具成本效益的解决方案。报告提到,虽然中国数据中心营运商面临短期的不确定性,但长期前景看好,相信采用DeepSeek的技术采用可能会减少对AI模型训练的需求,这将对一线市场...

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