DeepSeek's popularity accelerates 'device-side' trend in AI models, says Ming-Chi Kuo

February 3 news, analyst Ming-Chi Kuo February 3 article, that with DeepSeek's popularity, AI "device-side" trend will accelerate. Ming-Chi Kuo said that previously TSMC and NVIDIA both predicted that device-side AI will grow significantly in 2026, so NVIDIA is focused on the device side of the AI PC processor N1X / N1 is expected in the fourth quarter of this year and the first half of 2026 to start mass production. However, DeepSeek's popularity has changed that, with the corresponding DeepSeek R1 model achieving high performance on the device side, and many users actually having concerns about major cloud-based networking models. Therefore, DeepSeek popularity actually triggered the industry to accelerate the introduction of device-side AI, Guo Ming-Chi expects that there will be more open source models similar to DeepSeek in the future. (IT Home)