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<p>This article discusses DeepSeek AI's interpretation of Citrini Research's latest article, emphasizing China's innovation capabilities in the field of artificial intelligence. The open-source model launched by DeepSeek has performance close to the top levels of OpenAI and Anthropic, despite facing competition from NVIDIA and challenges from U.S. sanctions. The article points out that investors are concerned about the cost efficiency of these models, but the improvement in efficiency is a positive signal</p>

- The article discusses the recent advancements by DeepSeek AI, which has developed new models that rival those of OpenAI and Anthropic, attracting global attention.  
- It highlights the efficiency of these models, which could disrupt the reliance on Nvidia's hardware, while emphasizing that the commercialization of large language models (LLMs) marks a significant shift in AI investment strategies.  
- The piece concludes that the rise of DeepSeek could reshape the AI landscape, particularly in China, and suggests a transition from infrastructure-focused investments to those targeting AI applications.

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Semiconductor

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How American long-term investors of NVIDIA view the impact of DeepSeek