- Demand for data centres for AI training and AI inference would continue to rise. BUY Keppel DC REIT as SGP7 and SGP8 start contributing in 1Q25. BUY Digital Core REIT and Mapletree Industrial Trust for exposure to the US market.
DeepSeek provides comparable performance at lower cost
- - Read this at SGinvestors.io -
- - Read this at SGinvestors.io -
US AI players could catch up fairly quickly.
- DeepSeek made a series of marginal improvements in algorithmic efficiency, including compression techniques to reduce the number of parameters and focusing training on the most relevant parts of the AI model. It is open source, which means US AI players could study its source code and adopt similar techniques exploited by DeepSeek.
- The race for supremacy in AI continues. US AI players could once again leapfrog and extend their lead over their Chinese competitors.
Lower cost drives pervasive usage of AI.
- Read more at SGinvestors.io.
Above is the excerpt from report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full report in PDF @ https://www.utrade.com.sg/.
Jonathan KOH CFA UOB Kay Hian Research | https://research.uobkayhian.com/ 2025-01-31
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