Pavel Okhonin, Partner of KAMA FLOW, spoke on RBC TV channel about why investors' interest is shifting towards artificial intelligence

📢 AI vs. Fintech

KAMA FLOW partner Pavel Okhonin spoke to RBC TV channel about why investors' interest is shifting towards artificial intelligence.

What they talked about:

🔹 Investments in AI are ‘hardware’

80-90% of all investments in artificial intelligence go not into software, but into infrastructure: data centres, servers, computing power. This is the main reason why AI projects are getting record investments.

🔹 New players are changing the rules

China's DeepSeek has shown that it is possible to build powerful models cheaper and with lower power consumption. This challenges the usual market model where graphics card manufacturers and data centres are the main beneficiaries.

🔹 Optimisation vs. capital intensity

The mathematical optimisation capabilities of large language platforms can make them lighter, more energy efficient and cost-effective. Russia has a strong tradition of fundamental mathematics, which opens up prospects for such solutions.

🔗 See the release at: https://t.me/kamaflow/695