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

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%.

wallstreetcn4minutes ago

Marvell Leads Losses Among Semis as DeepSeek Sinks Sector

Seeking Alpha57minutes ago

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 News05:30

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