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

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.

Breakings27minutes ago

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

Benzinga33minutes 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

Sector Update: Tech Stocks Slump Late Afternoon

MT Newswires35minutes ago

DeepSeek's Janus-Pro-7B AI Launch Causes Nvidia Stock to Drop 17%

Yahoo Finance36minutes ago