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

Marvell Leads Losses Among Semis as DeepSeek Sinks Sector

Seeking Alpha37minutes ago

Broadcom Options Spot-On: On January 27th, 925.35K Contracts Were Traded, With 1.86 Million Open Interest

On January 27th ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 925.35K options for the day, of which put options accounted for 44.37% of the total transactions,

Futu News05:30

Nasdaq Tumbles: NVIDIA, Broadcom and Microsoft Pull the Market Down

24/7 Wall St.05:22

Nasdaq Dropped 3%, S&P Fell, While Dow Advanced as China's DeepSeek App Rattles Market

Seeking Alpha05:04

Nasdaq, S&P 500 Lower Amid AI Competition Concerns From Chinese Startup

MT Newswires04:50