放牛班的春天
分类: 斯巴达克斯第三季

A | 8 月 26 日消息,北京时间今天(25 日)下午,据 The Information 援引两名了解 DeepSeek 财务数据的人士消息称,今年前 7 个月,DeepSeek 营收约 4.75 亿元(注:人民币,下同),已经达到 2025 年全年水平的约 10 倍。 OKLAHOMA CITY -- An Oklahoma judge on Tuesday exonerated a man who spent 30 years in prison for a 1987 rape and burglary, after post-conviction DNA testing from a rape kit showed he did not commit the crime.Pontotoc County District Judge Steven Kessinger issued a final order that vacates Perry Lott's conviction and permanently dismisses the case. “I have never lost hope that this day would come,” Lott, 61, said in a statement. "I had faith that the truth would prevail, even after 35 long years.“I can finally shut this door and move on with my life.”Lott was released from prison in 2018 after the DNA results first came to light, but only after agreeing to a deal with former District Attorney Paul Smith to modify his sentence. The agreement allowed Lott to leave prison and remain free while his motion to vacate was litigated. At the time, Smith said the DNA evidence did not exclude Lott as a suspect.But earlier this year, the Innocence Project, which helped to free Lott, approached newly elected District Attorney Erik Johnson, who reviewed the case and agreed the conviction should be vacated.“Five years ago, all evidence pointed to his innocence, but he was denied justice,” Innocence Project Senior Staff Attorney Adnan Sultan said in a statement. "We are grateful to District Attorney Erik Johnson for his commitment to righting this wrong.”Oklahoma state law requires a conviction to be vacated in order for a wrongfully convicted person to be able to seek up to $175,000 in compensation from the state.Lott's case occurred around the same time and in the same county as the convictions of Tommy Ward and Karl Fontenot, whose cases have come under intense scrutiny and have been the subject of numerous books, including John Grisham's “The Innocent Man,” which he produced into a six-part documentary on Netflix. A federal judge ordered Fontenot released, but Ward remains in prison.The books and documentary also feature the high-profile exoneration of Ron Williamson and Dennis Fritz, who both were convicted in the same county for the 1982 killing of Ada waitress Debra Sue Carter. That case featured the same cast of investigators and prosecutors, along with the same jailhouse informant who testified against Ward and Fontenot. Williamson at one point came within days of being executed. Both were later freed.。随着收入迅速增长,DeepSeek 也在全力推进第二轮融资。今年 1 月至 7 月,DeepSeek 净亏损约 7.15 亿元,2025 年全年净亏损为 9.35 亿元。两名知情人士表示,DeepSeek 仍在与现有投资者和潜在新投资者洽谈第二轮融资,目标是募集 500 亿元,对应目标估值 5000 亿元。DeepSeek 目前的收入规模仍远低于 Anthropic 和 OpenAI 等美国 AI 模型开发商,但毛利率已经达到较为健康的水平,关键原因是模型运行成本得到有效控制。DeepSeek 通过提高 AI 基础设施效率等方式,让 AI 系统能够用更少的芯片完成任务。今年前 7 个月,DeepSeek 整体毛利率为 44.6%,API 业务毛利率更达到 82.9%。作为对比,OpenAI 第一季度营收 57 亿美元(现汇率约合 384.01 亿元人民币),毛利率 39%;Anthropic 第二季度营收 115 亿美元(现汇率约合 774.76 亿元人民币),并预计 2026 年毛利率将从 2025 年的 40% 升至 63%。这些此前未被披露的数据也显示,DeepSeek 最近几个月的增长速度明显加快,此前消息称 DeepSeek 的年化营收已经达到 4 亿至 5 亿美元(现汇率约合 26.95 亿至 33.69 亿元人民币)。快速增长的营收可能为 DeepSeek 正在进行的融资谈判增加筹码,也利于未来推进 IPO。今年 6 月,DeepSeek 完成了首轮融资,共募集 500 亿元,第二轮融资几乎随即立马启动。DeepSeek 已经聘请投资银行,为明年在上海上市做准备。DeepSeek 的支出也在迅速增加。今年前 7 个月,DeepSeek 在 AI 基础设施方面投入约 110 亿元,主要用于租用搭载 AI 芯片的服务器,以及购买芯片和其他计算设备。

B | 2025 年全年,DeepSeek 在这方面的支出仅约 12 亿元。

C |
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Published on:18:24:50