AI Model & Computing Power

Grok3 and Massive Computing Cluster

On February 18th, Elon Musk unveiled the powerful AI model Grok3 and is building a massive computing cluster, planning to expand it to 1 million H100 chips.

DeepSeek's NSA Mechanism

Concurrently, DeepSeek introduced a new mechanism called NSA, aiming to reduce the demand for computing power by improving computational efficiency and speed.

AI Industry

DeepSeek's Rise in the AI Application Market

DeepSeek, an AI application, has rapidly gained popularity, surpassing ByteDance's "Doubao" in daily active users during the Spring Festival period in China. This growth is attributed to DeepSeek's intelligent upgrades and reasoning models, leading to improved generation results without relying on web crawling. Despite server resource constraints, DeepSeek's success highlights the importance of product capabilities and user needs in the AI era, rather than solely relying on traffic acquisition. DeepSeek is currently focusing on breakthroughs in underlying general-purpose large model capabilities.

Together AI's Optimized Infrastructure Platform

The demands of DeepSeek's advanced reasoning capabilities are driving enterprises to utilize Together AI's optimized infrastructure platform.

AI & Investment

DeepSeek's Potential Funding Options

An analysis suggests that Tencent and Alibaba are the most suitable funding options for the Chinese AI startup DeepSeek. Tencent has already integrated DeepSeek into its products, including Tencent Cloud, Tencent Yuanbao, and WeChat Search. Alibaba, with its extensive investments in AI, could leverage DeepSeek to optimize its Qwen model using knowledge distillation. However, DeepSeek faces challenges such as high valuation, low desire for funding, data security reviews, and difficulties in monetizing its open-source model. The article also mentions DeepSeek's connection to H幻方量化 and the possibility of its founding team improving their lives.

AI & Human Interaction

The Rise of "Pseudo-Intimate" Relationships with AI

As AI evolves, the lines between human and machine interaction blur, leading many to form "pseudo-intimate relationships" with AIs like DeepSeek, viewing them as "best lovers" or "psychological counselors." Studies show AI can even surpass humans in digital empathy. Through emotion recognition and appropriate responses, AI meets the need for intimacy, offering a non-judgmental environment, especially for those struggling in real-world social interactions.

Tourism

Northwest China Tourism

Hanzhong in Shaanxi province is highlighted as a prime spring tourism destination, famous for its vast, free-access canola flower fields.

Hanzhong's Attractions

The annual canola flower festival features various activities, including viewing land art, photographing crested ibis and pear orchards, picnicking in mountain flower fields, and high-speed rail flower viewing. Hanzhong is also home to wildlife such as crested ibis, giant pandas, golden monkeys, and takins. Visitors can observe giant pandas up close at the Foping Giant Panda Rescue and Breeding Research Base or view wild golden monkeys in the Foping Panda Valley. Additionally, Hanzhong boasts historical sites like the Wuhou Temple and Shimen Plank Road, along with cultural attractions such as the Tianshi Temple.

AI Industry

Tech Giants' AI Strategies

The landscape of AI is shifting as tech giants like Alibaba, Tencent, and Baidu are reportedly integrating with DeepSeek, while ByteDance remains on the sidelines, observing. This shift in AI strategy raises questions about who might be left behind.

Tencent's AI Approach

In the age of AI, Tencent is positioning itself as a "late-mover" with advantages, ready to compete in the field.

Emerging AI Trends

A new trend of "cyber comfort" is emerging, with prices starting at 10,000.

AI Development and Applications

AI Edge Computing

DeepSeek is breaking through the last mile of landing in the physical industry with the first year of edge AI modules.

AI Cloud Platform Funding

AI development cloud platform unicorn Lambda recently completed a $480 million Series D financing round, bringing its total funding to $863 million and valuing the company at over $2.4 billion. This round attracted strategic investments from Nvidia, AI expert Andrej Karpathy, and companies such as Pegatron, Supermicro, Wistron, and Wiwynn. Founded in 2012, Lambda provides infrastructure, cloud services, and software for AI model fine-tuning, training, and inference, with the goal of accelerating AI development and realizing "one GPU per person." The company has launched self-service GPU clusters, inference APIs, and a chat AI assistant. It plans to deploy Nvidia's latest Blackwell B200 chips to the cloud and will also launch the Scalar Server AI device equipped with 8 H100s. Lambda's success reflects the popularity of AI computing power cloud companies in the capital market, with venture capital funding showing significant year-on-year growth.

Artificial Intelligence

Large Language Model Updates

Baidu announced that its Wenxin large model will be completely free and will incorporate the third-party large model, DeepSeek. This strategic adjustment has drawn industry attention and may have a profound impact.

DeepSeek Analysis

The DeepSeek large model has garnered significant attention, and its success is attributed to its exceptional team and organizational structure.

AI Application Challenges in Energy

Despite its broad potential, the scaling of AI applications in the energy sector still faces a number of challenges.

Musk's AI Initiatives

Elon Musk is making a big move in AI, potentially surpassing DeepSeek.

Technology & Innovation

Microsoft's Future Strategy

Satya Nadella discussed Microsoft's future plans in the areas of AI, quantum computing, and Mixed Reality (MR).

Evolutionary Biology

The extinction of dinosaurs was attributed not to weakness but to a halt in their evolutionary process.