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DeepSeek已经被扒皮。只花费550万美元,原来被隐藏了近100成本。幻方量化老板梁文锋,没坚持一周,就被挖出投了5个亿美元。据报道,DeepSeek仅在GPU上花费了超过5亿美元,如果属实,这可能会将NVDA推高至150美元。DeepSeek消息传出后,NVDA从147美元跌至117美元。这将使NVDA及其合作伙伴受益,包括同样受影响的TSM和MU。 6park.comDeepSeek reportedly spent over $500 million on GPUs, which could push NVDA to $150-160 if true. NVDA dropped from $147 to $117 after news of DeepSeek, but it could rebound and surge as the AI race intensifies. This will benefit NVDA and its partners, including TSM and MU, which have also been affected. | |||
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