AI Infrastructure

Analysis: The DeepSeek R1 model triggers demand for AI infrastructure, and high-speed network equipment vendors will encounter new opportunities

ChainCatcher news, according to Jinshi reports, despite the sell-off in the U.S. stock market triggered by the DeepSeek R1 model causing the Roundhill "Seven Giants" ETF (MAGS) to drop 2.4% over the past five trading days, this technological breakthrough is creating new investment opportunities. Bank of America analyst Chun Him Cheung pointed out that the R1 model will significantly reduce AI computing costs and accelerate the widespread adoption of AI applications, thereby driving rapid growth in demand for high-speed network infrastructure.Zack Kass, former head of market expansion at OpenAI, stated that the DeepSeek R1 model is a significant breakthrough in the industry, with its innovative initiatives recognized by tech giants including Alphabet CEO Sundar Pichai and Meta CEO Mark Zuckerberg. T. Rowe Price technology stock portfolio manager Tony Wang emphasized that network infrastructure has become a major bottleneck for AI deployment, necessitating breakthroughs in technological innovation.In terms of specific investment targets, Stifel analyst Ruben Roy believes that network equipment manufacturers such as Ciena, Coherent, and Celestica will benefit significantly. Among them, Ciena has received new orders from cloud service providers, while Celestica will benefit from the trend of hyperscale companies developing custom chips independently. Morgan Stanley analyst Meta Marshall is optimistic about the growth prospects of Arista Networks, believing that the recent stock price correction provides a good entry opportunity, and has given it an "overweight" rating ahead of its earnings report on February 18.

The decentralized AI infrastructure layer KIP Protocol has completed a $5 million private funding round, led by Animoca Ventures and Tribe Capital

ChainCatcher news, the decentralized AI infrastructure layer KIP Protocol has announced the completion of a $5 million private placement financing, led by Animoca Ventures and Tribe Capital. Other investors include GBV Capital, DWF Ventures, Morningstar Ventures, and others. So far, KIP Protocol has raised a total of $10 million.As the world's first underlying protocol supporting Decentralized Retrieval-Augmented Generation (dRAG), KIP Protocol provides cutting-edge Web3 infrastructure that enables app developers, model creators, and data owners to achieve seamless deployment, monetization, and full ownership in Web3. KIP Protocol offers a comprehensive suite of tools and services aimed at breaking the monopoly barriers in the AI industry, providing a fairer environment for AI developers and consumers. This round of financing will further advance KIP Protocol's mission for decentralized AI development by creating powerful and secure decentralized AI solutions that drive unprecedented applications and innovations.Previously, KIP Protocol officially announced a partnership with the leading AI Agent entertainment platform Moemate, leading 3 million Web2 AI users into Web3. KIP has also secured the management rights to a $10 million fund provided by Open Campus, collaborating to layout and explore the "DeAI + Education" landscape, and jointly building a leading, decentralized AI-driven online learning education platform OCU, offering personalized learning experiences and redefining decentralized education. Through these collaborations, KIP has realized real use cases for decentralized AI.
ChainCatcher Building the Web3 world with innovators