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cover of episode Deep Thoughts on DeepSeek with Dee Bosa

Deep Thoughts on DeepSeek with Dee Bosa

2025/2/11
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On The Tape
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Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
D
Deirdre Bosa
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Deirdre Bosa: 我认为AI领域正在发生深刻的变化。DeepSeek的出现表明,更小、更高效的模型能够以更低的成本复制大型模型的功能,这使得我们有必要重新评估AI领域的投资回报和竞争格局。尽管如此,大型科技公司仍在增加资本支出,这引发了对投资回报的质疑。我认为,虽然英伟达可能会从中受益,但华尔街对AI的未来发展方向并没有清晰的认识。 Dan Nathan: 我认为DeepSeek的出现是对美国科技巨头的一个警告,表明其他国家也在快速创新。如果DeepSeek是法国的Mistral,硅谷可能会更欢迎它,但因为它是中国的,所以引发了更多的关注。投资者对微软、谷歌和亚马逊等公司的反应是抛售股票,尽管这些公司的股价接近历史高点。我认为,微软与OpenAI的关系正在发生变化,这可能会影响微软未来的发展。

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Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck. They discuss the hype surrounding mega-cap tech earnings and the evolving AI landscape. Key topics include the impact of AI on tech giants like Nvidia, Microsoft, Google, and Amazon, particularly their capital expenditures and return on investment. They delve into the implications of DeepSeek's innovations, open source models, and the competitive AI field. The conversation also touches on the dynamics of the Microsoft-OpenAI relationship, the potential of AGI, and the market reactions to tech earnings. Additionally, they explore the future of ride-hailing companies like Uber and Lyft amid the rise of autonomous vehicles.

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