CITIC Construction Investment: DeepSeek is expected to drive the infrastructure demand for Computing Power. Computing Power service providers, private cloud/public cloud service providers, etc. are expected to benefit.
On February 10th, Jinshi Data reported that CITIC Construction Investment stated that in order to meet the rising demand for computing power and ensure future competitiveness in the field of AI, cloud vendors' capital expenditures continue to reach new highs. The four major cloud vendors in North America have successively released financial reports, and capital expenditures are maintaining a high-speed rising trend. In addition, as an open-source AI large model, DeepSeek can be localized or deployed in the cloud by cloud vendors or application vendors, which is expected to drive the demand for computing power infrastructure. Computing power service providers, private cloud/public cloud service vendors, etc. are expected to benefit.
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CITIC Construction Investment: DeepSeek is expected to drive the infrastructure demand for Computing Power. Computing Power service providers, private cloud/public cloud service providers, etc. are expected to benefit.
On February 10th, Jinshi Data reported that CITIC Construction Investment stated that in order to meet the rising demand for computing power and ensure future competitiveness in the field of AI, cloud vendors' capital expenditures continue to reach new highs. The four major cloud vendors in North America have successively released financial reports, and capital expenditures are maintaining a high-speed rising trend. In addition, as an open-source AI large model, DeepSeek can be localized or deployed in the cloud by cloud vendors or application vendors, which is expected to drive the demand for computing power infrastructure. Computing power service providers, private cloud/public cloud service vendors, etc. are expected to benefit.