Goldman Knows DeepSeek Affects the Future of Work
4 days ago · Here’s how Goldman Sachs Group Inc. economists including Joseph Briggs put it in a note Thursday (emphasis mine): The potential for a faster buildout of AI platforms and applications—which we continue to see as the necessary step to facilitate adoption across a wide swath of companies—raises the prospect of a more optimistic adoption and ...
Goldman Sachs joins the DeepSeek frenzy as Chinese AI startup …
Jan 30, 2025 · Goldman Sachs Chief Information Officer Marco Argenti confirmed that his team is looking into DeepSeek, but any adoption would have to go through a security review. That’s a standard precaution to prevent potential vulnerabilities like prompt injections—an issue any company must consider when integrating AI into their workflows, regardless ...
Goldman Sachs Knows DeepSeek Affects the Future of Work
6 days ago · Goldman Knows DeepSeek Affects the Future of Work. ... DeepSeek was a revelation that showed — to borrow the words of venture capitalist Marc Andreessen — that the world was experiencing a ...
AI to drive 165% increase in data center power demand by 2030
3 days ago · Goldman Sachs Research estimates a data center pipeline for Europe amounting to about 170 GW, equivalent to about one-third of the region's power consumption. “It is unclear at this point whether DeepSeek would have a positive or negative impact on the ‘data center bull case thesis’ for Europe,” Gandolfi writes in another note.
DeepSeek Fever Fuels Patriotic Bets on Chinese AI Stocks
23 hours ago · FILE PHOTO: The deepSeek logo, a keyboard, and robot hands are seen in this illustration taken January 27, 2025. ... Goldman Sachs expects Chinese breakthroughs in AI development and application ...
What is DeepSeek, and why is it causing Nvidia and other stocks …
Jan 27, 2025 · By comparison, OpenAI, Google and other major U.S. companies are on track to invest a total of roughly $1 trillion in AI over the coming years, according to Goldman Sachs. On Monday, DeepSeek's ...
Hedge funds were pausing US AI bets as DeepSeek emerged, says Goldman …
Jan 27, 2025 · Hedge funds reduce tech stock bets amid Chinese AI competition; Goldman Sachs notes hedge funds' reluctance to invest in U.S. tech sector; DeepSeek challenges U.S. AI dominance, raising investor ...
DeepSeek Selloff Was Not the Start of a Bear Market, Says Goldman Sachs …
Jan 29, 2025 · Shock over DeepSeek’s cheaper and more powerful AI model wiped almost $1 trillion off the value of the technology-laden Nasdaq 100 index on Jan. 27. Chipmaker Nvidia (NVDA) saw nearly $600...
Hedge Funds Were Pausing US AI Bets as DeepSeek Emerged, Says Goldman
Jan 27, 2025 · Last week, hedge funds fled their bets on tech stocks, a Goldman Sachs note from Friday and seen by Reuters Monday showed. The data, from Goldman's prime brokerage desk, covered data from Jan 17 - 24.
DeepSeek 'punctures' AI leaders' spending plans, and what …
Jan 27, 2025 · Goldman Sachs sees broader implications, suggesting the development could reshape competition between established tech giants and startups by lowering barriers to entry. Here’s how Wall Street...