Online reported that on January 29, Citi analysts said that although DeepSeek's success has raised questions about the cost of artificial intelligence development, AI spending should continue to grow strongly, pointing out that the China company's model is based on utilizing cloud service providers, and this technology is still in its infancy. Citi analyst Christopher Danely said that although AI spending growth does not appear to be slowing,"ultimately you need to see some kind of return on investment (ROI), otherwise spending may slow down quickly.""Whenever AI spending slows significantly, Broadcom will be most affected, taking into account its 24% AI exposure and 70% multiple expansion," Danely wrote. Citi said,"Given Micron Technology's AI exposure of 8%, the company will also be affected," while "AMD will also be affected, but to a lesser extent, because its MI300 product is well suited to the open AI system used by DeepSeek, which may be a good thing for AMD." (Jin Shi)