DeepSeek has initiated a new paradigm of computing power! Is there a crack in the "NVIDIA faith", and has the era of AI ASIC quietly arrived?

DeepSeek R1 has emerged to significantly announce the new paradigm of "efficient reinforcement training + greatly simplified AI inference computing" as training/inference progresses.

Zhitong FinanceJan 27 16:03

DeepSeek shakes Wall Street, how does Goldman Sachs view it? They cautiously take a Put position on USA Technology stocks, keeping a close eye on the giant Earnings Reports on Wednesday.

Goldman Sachs Analysts state that the current clear consensus is to cautiously Put USA Technology stocks until the earnings reports of the major USA Tech giants, Mag 7, are announced, with a focus on AI-related capital expenditures in the reports.

wallstreetcn13minutes ago

Amazon Confirms Darlington as Proposed Site for UK Drone Deliveries

Yahoo Finance44minutes ago

Global Equities Roundup: Market Talk

WSJ07:07

U.S. stocks closed | DeepSeek impacts Global computing power! The Dow Jones stood out, while the Nasdaq fell more than 3%, and NVIDIA plunged nearly 17%.

The Chip Index plummeted over 9%, Broadcom fell over 17%, Taiwan Semiconductor dropped over 13%, AMD and ASML Holding decreased by about 6%, and Oklo, a nuclear power stock that Altman bet on, fell nearly 26%.

wallstreetcn07:05

Whole Foods CEO Takes on Bigger Role in Amazon's Grocery Business -- Market Talk

WSJ06:39