Amphenol: According to Sam Altman, OpenAI intends to continue investing in AI infrastructure. Rebound Opportunity!

On Monday, AI infrastructure stocks plummeted due to the efficient AI model from DeepSeek, which is said to have been trained for only $5.6 million. However, there are doubts about whether the efficiency is really that enormous, as, according to the CEO of Scale AI, there was access to 50,000 H100 chips. It is believed that a Mixture-of-Expert architecture was used, which reduces costs since only parts of the model parameters are active. Moreover, according to the FT, OpenAI discovered that DeepSeek also used OpenAI models to train its own open-source...