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AI基建投资热不会受DeepSeek影响
DS基于蒸馏和应用创新出来的模型某些性能媲美GPT-4的大模型,引发了全球对AI算力需求和资本支出的讨论。然而,主要的科技巨头如微软、Meta(Facebook母公司)和特斯拉,尚未显示出因这一事件而减少资本投入的迹象。 微软首席执行官萨提亚·纳德拉(Satya Nadella)表示,尽管DeepSeek取得了突破,微软仍计划在本财年投资800亿美元用于AI数据中心建设。他强调,随着AI变得更高效 ...
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