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.
DeepSeek shakes Wall Street, how does Goldman Sachs view it? They cautiously take a Put position on USA Technology stocks, keeping a close eye on the giant Earnings Reports on Wednesday.
Goldman Sachs Analysts state that the current clear consensus is to cautiously Put USA Technology stocks until the earnings reports of the major USA Tech giants, Mag 7, are announced, with a focus on AI-related capital expenditures in the reports.
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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%.
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Marvell Leads Losses Among Semis as DeepSeek Sinks Sector
Microsoft Options Spot-On: On January 27th, 346.33K Contracts Were Traded, With 1.96 Million Open Interest
On January 27th ET, $Microsoft(MSFT.US)$ had active options trading, with a total trading volume of 346.33K options for the day, of which put options accounted for 35.52% of the total transactions,
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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 | DeepSeek is expected to bring a positive supply shock, ultimately Bullish for U.S. stocks and bonds.
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Former Intel CEO Blasts Market for DeepSeek Overreaction
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DeepSeek Won't Sink U.S. AI Titans -- WSJ