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%.

wallstreetcn5minutes ago

SMH Rout: DeepSeek AI Shakes Chip ETF to Worst Loss in 5 Years - How Holdings Fared

Seeking Alpha9minutes ago

Taiwan Semiconductor Options Spot-On: On January 27th, 554.36K Contracts Were Traded, With 1.4 Million Open Interest

On January 27th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 554.36K options for the day, of which put options accounted for 42.09% of the total

Futu News05:30

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 News05:30

Unusual Options Activity: NBIS, AMZN and Others Attract Market Bets, NBIS V/OI Ratio Reaches 163.9

EST Jan 27th Afternoon Delivery - In the last two 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 News02:30