In the AI industry, Together AI recently announced the completion of a $305 million Series B funding round, which has garnered widespread attention. The company's rise is closely related to its newly launched deep reasoning model, DeepSeek-R1. Contrary to initial concerns, many industry experts believe that advancements in deep reasoning have not diminished the demand for infrastructure; rather, they are continuously enhancing this demand. Image source note: Image generated by AI, image licensed from service provider Midjourney since its establishment in 2023.