R1

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.

Data: MATR1X FIRE re-burned 906,112 FIRE, with a total of 14,352,934 FIRE burned

ChainCatcher news, according to MATR1X's official tweet data, MATR1X FIRE has burned another 906,112 FIRE, with the current price of FIRE at $0.97, a burning value of $880,000. This burned FIRE comes from in-game consumption behaviors such as character upgrades, repairing character health, and opening bounty chests in the Genesis Fire Seed test.According to statistics, MATR1X has cumulatively burned 14,352,934 FIRE, and future in-game consumption of FIRE will continue to burn, further promoting the deflation of FIRE. According to the "Infinite Game Plan" released earlier by MATR1X FIRE, the platform plans to reduce the total supply of FIRE to 500 million through continuous burning.Burning records:https://polygonscan.com/tx/0x47c55bf458fc396f92a17f94e5dc1b03f1b5305e627c60f1912752a8aada41e4https://polygonscan.com/tx/0x0d23f42d980ae480d723f61f12c22b1c5cee76cd7088bd1e1578bc7742f89d08Additionally, according to the Web3 asset data platform RootData, Matr1x is a metaverse brand that plans to build the Matr1x brand through self-developed high-quality games or collaborations with third parties, game IP development partnerships, and global esports events. Matr1x will interpret its game trilogy (Cyber Earth --- Mars Colonization --- Interstellar Exploration) through three large games with a unified worldview: Matr1x FIRE (first-person shooter), Matr1x WAR (shooter + MMORPG), and Matr1x EVOLUTION (SOC).
2024-10-11
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