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.
Over 4 trillion yuan evaporated in one night! NVIDIA responded: DeepSeek is an excellent AI advancement that will bring more demand for NVIDIA.
① NVIDIA's stock price plummeted 16.86% in a single day, with a Market Cap evaporating by 588.862 billion USD overnight, creating the largest single-day evaporation scale of an individual stock in US stock market history; ② The drop was caused by concerns from Wall Street regarding the investment in AI Infrastructure by US technology giants, triggered by the domestic AI model DeepSeek R1; ③ NVIDIA responded by stating that DeepSeek is an excellent AI advancement and believes that its breakthroughs will lead to greater GPU demand.
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.
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.
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R1 "bombing" is still not enough! DeepSeek released the new Boai NKY Medical AI model late at night, with image generation capabilities surpassing DALL-E 3.
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Nearly 600 billion dollars evaporated in a single day! NVIDIA's Market Cap evaporated to the largest scale in the history of U.S. stocks, dropping to the third place globally.
NVIDIA stated that DeepSeek is an outstanding advancement in AI, and the inference, which is the computation process of running AI models, requires a large number of NVIDIA GPUs and high-performance network support.
Transaction Amount TOP 20 | NVIDIA fell sharply by nearly 17%, with a Market Cap shrinking by nearly 600 billion USD; Apple rose more than 3%, regaining the title of the largest Global Market Cap company.
On Monday, NVIDIA ranked first in U.S. stock trading with a significant drop of 16.97%, trading at 97.17 billion USD. Today, the company's market cap shrank by nearly 600 billion USD (592.7 billion USD), setting a record for the highest single-day market cap loss for an individual stock in the U.S. A Chinese AI startup, DeepSeek, has released an open-source AI model. It is reported that the model outperforms OpenAI in multiple tests. The company launched an open-source large language model in December, claiming its investment was less than 6 million USD. Although Wall Street questions this figure, the emergence of this startup has made investors realize the potential for building a
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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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