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

NVIDIA Options Spot-On: On January 27th, 10.21 Million Contracts Were Traded, With 20.75 Million Open Interest

On January 27th ET, $NVIDIA(NVDA.US)$ had active options trading, with a total trading volume of 10.21 million options for the day, of which put options accounted for 42.34% of the total transactions,

Futu News1minutes ago

Unusual Options Activity: JNJ, TSM and Others Attract Market Bets, JNJ V/OI Ratio Reaches 384.6

EST Jan 27th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options

Futu News1minutes ago

Citi Research: DeepSeek achievements may be groundbreaking, but concern remains regarding its effectiveness without using advanced GPUs. Maintain NVIDIA (NVDA.US) 'Buy' rating.

Citigroup released a report stating that recently, the mainland AI startup "DeepSeek" launched its V3 large model, which has raised investors' inquiries about its computing costs, as it announced that it only uses a small fraction of the costs of its American competitors while achieving top performance. Although the firm believes that DeepSeek's achievements may be groundbreaking, it is concerned about the effects achieved without using advanced GPUs or under the conditions of the underlying technology. The firm estimates that in the future, in an inevitably stricter regulatory environment, American companies' ability to obtain more advanced chips is a relative advantage.

AASTOCKSJan 27 14:53

Express News | The three major U.S. stock indexes closed mixed, with NVIDIA dropping nearly 17%, and a single-day Market Cap evaporation setting the highest record in U.S. stocks.

Breakings31minutes ago

Nvidia Sinks Below 200-Day Moving Average For First Time In Two Years As DeepSeek Sparks Historical Technical Reset

Benzinga37minutes ago