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.
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Transaction Amount TOP 20 | NVIDIA fell sharply by nearly 17%, with a Market Cap shrinking by nearly 600 billion USD; Apple rose more than 3%, regaining the title of the largest Global Market Cap company.
On Monday, NVIDIA ranked first in U.S. stock trading with a significant drop of 16.97%, trading at 97.17 billion USD. Today, the company's market cap shrank by nearly 600 billion USD (592.7 billion USD), setting a record for the highest single-day market cap loss for an individual stock in the U.S. A Chinese AI startup, DeepSeek, has released an open-source AI model. It is reported that the model outperforms OpenAI in multiple tests. The company launched an open-source large language model in December, claiming its investment was less than 6 million USD. Although Wall Street questions this figure, the emergence of this startup has made investors realize the potential for building a
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%.
Overnight U.S. stocks | Technology stocks plummeted, Meta Platforms (META.US) and Apple (AAPL.US) escaped a disaster.
At the close, the Dow rose by 289.33 points, an increase of 0.65%, closing at 44,713.58 points; the Nasdaq fell by 612.47 points, a decrease of 3.07%, closing at 19,341.83 points; the S&P 500 Index fell by 88.96 points, a decrease of 1.46%, closing at 6,012.28 points.
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On January 27th ET, $Meta Platforms(META.US)$ had active options trading, with a total trading volume of 417.09K options for the day, of which put options accounted for 36.3% of the total
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DeepSeek became famous overnight by striking at USA technology giants, but the company is facing more than just attacks.
ChatGPT suddenly faced a terrifying competitor, and the AI startup DeepSeek that developed it has been the focus of public discussion these days. Just last week at the Davos World Economic Forum annual meeting, there was mention of DeepSeek, a deep technology research company based in Hangzhou, and its newly released R1 model, which is cited as a major reason why the USA and other countries are doubling down on their investment to promote AI development. In technology chat rooms, programmers have already begun comparing its programming performance with leading models produced by OpenAI and Microsoft.
Express News | Market News: Meta has been in contact with numerous creators and their teams, proposing compensation agreements in exchange for their exclusive video content published on Instagram Reels. The amounts paid by Meta range from $2,500 a month to $0.05 million
Express News | DeepSeek is expected to bring a positive supply shock, ultimately Bullish for U.S. stocks and bonds.
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