Nvidia faces pressure from DeepSeek's cheaper AI model training, but efficient GPU usage could boost overall AI spending. Check out my analysis of NVDA stock.
Squawk on the Street Analysts weigh in on Nvidia’s stock following DeepSeek news CNBC’s Seema Mody reports on how the semiconductor stocks are trading. Tue, Jan 28 202510:19 AM EST Seema ModyRELATED 01:30 Analysts weigh in on Nvidia’s stock following DeepSeek news ...
there are questions about the amount of resources actually used by the chinese lab to build its ai model. still, deepseek may have introduced a debate whether to use brute-force gpu scaling or ai model optimization, which may impact nvidia's gpu sales. mocker_bat/istock via getty images ...
Nvidia(NASDAQ: NVDA)stock declined sharply on the news. Its market value fell nearly $600 billion in a single day, the largest daily loss by any listed company in history. The logic behind the crash is straightforward: If DeepSeek built a good AI model for less money, U.S. companies...
Perhaps no stock was more profoundly affected by the news from DeepSeek than Nvidia (NASDAQ: NVDA). In a sense, DeepSeek validated its dominance by announcing its H800 accelerators trained its model for less than $6 million. That cost is a tiny fraction
*Stock prices used were the after-market prices of Jan. 29, 2025. The video was published on Jan. 29, 2025.Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of ...
What is Nvidia saying about DeepSeek? In a statement to CBS News, Nvidia offered praise for DeepSeek. "DeepSeek is an excellent AI advancement and a perfect example of test-timescaling," the company said in an email. "DeepSeek's work illustrates how new models can be created using that...
投资分析师Jeffrey Emanuel在其博客文章《The Short Case for Nvidia Stock》中详细分析了Nvidia股票面临的挑战。他指出,尽管Nvidia在AI和深度学习领域占据主导地位,但随着AI技术的发展,Nvidia的高利润率和市场主导地位正受到威胁。Emanuel提到,新的AI模型如DeepSeek的出现,以及硬件和软件方面的创新,可能会削弱Nvidia的竞争...
Nvidia stock and the Chinese AI start-up DeepSeek causing a market slump Chuck Zodda, managing partner and Chief Investment Officer from the Armstrong Advisory Group discusses the dip of tech stocks, especially Nvidia after the announcement of Chinese AI start-up DeepSeek....
stock market opened with a significant decline, particularly in the Technology Sector. Market analysts believe the core reason is the latest breakthrough by China's AI startup DeepSeek, which shook the 'invincible' status of the U.S. Technology Industry. Due to the impact of DeepSeek's AI ...