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

Data Centers Were the New AI Darlings. Now, They're Not.

Barrons47minutes ago

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

Global Market Report07:17

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

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.

Zhitong Finance07:00

Express News | Trump: Dont' Want China Involved in TikTok

Breakings06:40