DeepSeek is the new keyword you need to know today if you invest or stand in the forefront of technology!
The Hangzhou, China-based AI start-up company, open sourced its V3 and R1 models trained on a merely $5.6m budget, whose benchmark is competitive enough to challenge OpenAI’s most advanced closed-source model o1, which is trained on hundreds of millions of dollars budget according to estimation . Apart from its openness, the affordability of the model also shocked the financial world!
Thus, all the stocks that have experienced massive inflows from both active and passive management to benefit from the AI race in the United States over the past 36 months are beginning to show some cracks.
Below, discover the analysis of Jacques-Aurélien Marcireau, Co-Head of Equities and manager of the Edmond de Rothschild Fund Big Data, and Xiadong Bao, Co-lead of the Big Data fund and Portfolio Manager in International Equities.