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Analysis of AI Trends, DeepSeek, and Stargate Project

1. AI Development and Key Technology Trends

– AI Development Flow

The development process of Artificial Intelligence (AI) is progressing similarly to the human growth process. Initially, as sensor and communication technologies developed, it was in the stage of collecting basic data. Afterward, with the emergence of ImageNet and AlexNet in 2012, cognitive abilities rapidly advanced.

Currently, AI has reached the realm of thinking and reasoning, with DeepSeek and Generative AI (GenAI) technologies opening the era of ultra-large AI.

– Notable Technology Trends

1. Multimodal AI:

   • A technology that integrates and processes various data types, such as text, images, videos, and sounds, in a single AI model.

2. Optimized Small AI Models:

   • Active research is being conducted on AI models that can maintain performance while reducing operating costs with a smaller scale than existing ultra-large AI.

3. AI + Robotics Convergence:

• AI is being embedded in robots to operate in physical environments.
• It can be utilized in various industries such as smart factories, healthcare robots, and military drones.

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2. AI Infrastructure & Data Center Changes

– Importance of AI Infrastructure

To operate AI systems, high-performance servers, data storage, networks, and security systems are necessary.
In particular, NVIDIA GPUs play a key role in AI learning and computation, and storage systems for efficient data management are also becoming important.

– Key Infrastructure Components

1. AI Server:

   • GPU Server (NVIDIA and major AI hardware vendors)
   • Essential for AI model training and learning

2. Storage System:

   • High-performance data storage technology capable of rapidly processing vast amounts of data
   • Expanding utilization in cloud and on-premises environments

3. Network & Security:

• Core elements for data security and smooth operation of AI services
• Cisco, Arista Networks, and Juniper Networks are major players

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3. Emergence of DeepSeek and Changes in the AI Industry

– DeepSeek's Emergence and Changes in AI Research Paradigm

DeepSeek is an AI model that achieves similar performance to existing AI models at a lower cost, playing an important role in reducing AI computing costs.

This may lead to changes in AI model development and operation methods, and numerous new AI model solutions that can reduce costs are expected to emerge.

– Stargate Project and Differentiation Strategy

The Stargate Project being conducted by Trump, Son, and Altman is not unrelated to the emergence of DeepSeek.
In particular, with the intensifying AI hegemony competition between the U.S. and China, the U.S. is pursuing a strategy to widen the AI gap through the development of ultra-high-performance AI.

1. U.S. Differentiation Strategy

   • Research on extremely high-performance AI models, rather than simple cost-saving AI models
   • Reviewing the development of quantum computing-combined AI and next-generation artificial intelligence supercomputers

2. Future AI Industry Changes

   • AI is changing from the existing cloud and data center-centric model → to edge computing and on-device AI
   • The possibility of AI being embedded in various devices (smartphones, autonomous driving systems, etc.) is increasing

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4. Core Investment Opportunities Related to AI

– AI Infrastructure and Semiconductor Companies

1. NVIDIA: AI semiconductor leader, dominating the AI server market
2. Super Micro: AI server hardware manufacturing
3. HPE (Hewlett Packard Enterprise): AI infrastructure network & data solutions

– Network, Security, and Cloud Companies

1. Cisco, Arista Networks: Core network infrastructure companies
2. Microsoft, Amazon (AWS), Google Cloud: Expanding cloud AI services

– Data-Based AI Companies

1. Palantir: AI-based data analysis and defense AI systems
2. Pure Storage: AI-optimized data storage

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< Summary >

• The development process of AI is similar to human growth, currently reaching the realm of thinking and reasoning.
• Multimodal AI, small AI models, and AI+robotics convergence are important technology trends.
• In the AI infrastructure, servers, data storage, network, and security solutions are essential.
• With the emergence of DeepSeek, cost reduction in AI development is becoming possible, leading to changes in AI industry strategies.
• The U.S. is promoting the development of ultra-high-performance AI through the Stargate Project, accelerating the hegemony competition.
• The market is expected to shift from cloud to edge computing and on-device AI.
• Investment opportunities are expected to expand in AI semiconductors (NVIDIA), AI servers (Super Micro), networks (Cisco), and AI data (Palantir).

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[More…]

1. The Future of AI Infrastructure and Investment Opportunities
👉 https://nextgeninsight.net/?s=AI

2. Analysis of the Meaning of DeepSeek and the Stargate Project
👉 https://nextgeninsight.net/?s=%EB%94%A5%EC%8B%9C%ED%81%AC

*YouTube Source: [이효석아카데미]

– 딥시크의 AI 시장 폭격, 그런데 샘알트만, 손정의, 래리앨리슨은 이미 다 알고 있었다? [스파클링클 투자클럽 2부]