被DeepSeek击溃的,还有美国电力股的逻辑

华尔街见闻
28 Jan

DeepSeek打破华尔街对AI算力需求的美好幻想,欧美科技股隔夜遭受重创,电力股也遭到了波及,部分公司的损失甚至超过了英伟达。 人们普遍认为,人工智能越强大,占用的计算容量就越大,耗电量也就越大。而DeepSeek这一突破性进展,彻底颠覆了“越大越好”的论调。DeepSeek表示,只需使用传统公司AI模型所需计算能力的一小部分就能运行,且使用的是较旧版本的英伟达芯片,使用数量也少于美国大型科技...

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