脸书65B,微软80B,亚麻说超过去年的75B,星门500B,史上还有比这更大的泡泡?Just started.lol

B
BrightLine
楼主 (文学城)

我们就看AI这次吹多大,NVDA走多高,哈哈

不知道老马投多少?

j
julie116
按那几家市值估价标准文学城值老钱了。
桃花源里人家
今天调整仓位,在一个账户又进了一点NVDA,估计它会在这附近徘徊一段时间。投资者对它的总市值和成长空间有保留
彭发朦
认真关心AI领域投资的,应该认真评估这个冲击

AI肯定是未来,但是通向未来的途径到底是什么?看起来,人脑还是优于电脑。。。

这是顶尖科学杂志Nature上的文章China’s cheap, open AI model DeepSeek thrills scientists

“This is wild and totally unexpected,” Elvis Saravia, an AI researcher and co-founder of the UK-based AI consulting firm DAIR.AI, wrote on X.

“The openness of DeepSeek is quite remarkable,” says Mario Krenn, leader of the Artificial Scientist Lab at the Max Planck Institute for the Science of Light in Erlangen, Germany. By comparison, o1 and other models built by OpenAI in San Francisco, California, including its latest effort o3 are “essentially black boxes”, he says.

An “experiment that cost more than £300 with o1, cost less than $10 with R1,” says Krenn. “This is a dramatic difference which will certainly play a role its future adoption.”

“The fact that it comes out of China shows that being efficient with your resources matters more than compute scale alone,” says François Chollet, an AI researcher in Seattle, Washington.

DeepSeek’s progress suggests that “the perceived lead [the] US once had has narrowed significantly,” wrote Alvin Wang Graylin, a technology expert in Bellevue, Washington, who works at the Taiwan-based immersive technology firm HTC, on X. “The two countries need to pursue a collaborative approach to building advanced AI vs continuing on the current no-win arms race approach.”

青裁
这个泡沫才刚刚开始,sp500需要再涨40%才会破
越王剑
要想成为最靓的仔就必须有guts

前怕狼后怕虎,干不成事情。

美国七大根本不缺钱。不杀进去就是等死。亚麻搞AEW 和 one day shipping 的时候花街投资人也是天天瞎逼逼。就别踩他们。哈哈。

M
Maui2021
这里很多人不明白what it meant.
三心三意
越王说的没错。每天听这个新闻,听那个新闻,什么事也干不了。因为时不时就有“新闻”出了说天塌了
桃花源里人家
只要不是持有对AI前景怀疑态度的人,都应该明白今后十年投资热点在哪里。不要被市场噪音淹没或者弄迷失了方向。
s
start2020
AI加比特币的泡泡恐怕要到spx一万以后才会破,暴涨几年,涨的越快破的越早。期间有的是回调15-20%的机会

但是如果每年就涨个10%,就要等些年头,而且恐怕要到更高才破。不过以Trump这个折腾,估计不会等太多年。