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

Amazon Confirms Darlington as Proposed Site for UK Drone Deliveries

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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

Marvell Leads Losses Among Semis as DeepSeek Sinks Sector

Seeking Alpha06:12