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 Technology Options Spot-On: On January 27th, 194.29K Contracts Were Traded, With 521.17K Open Interest

On January 27th ET, $Marvell Technology(MRVL.US)$ had active options trading, with a total trading volume of 194.29K options for the day, of which put options accounted for 29.5% of the total

Futu News30minutes ago

Analyst: Marvell Technology (MRVL) Likely to Remain AI 'Darling For a While'

Yahoo Finance03:48

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

MT Newswires03:11

Why Marvell Technology (MRVL) Shares Are Getting Obliterated Today

Yahoo Finance02:41

Nasdaq Drops 3%, S&P and Dow Also Fall as DeepSeek Restricts Global Use of Its App

Seeking Alpha00:17