[彻夜难眠●不敢相信] Nvidia, Super Micro Computer all 惨重大跌.... whats happening to AI theme?

[mocax]

tiagong deepseek server outage, cannot take so many users...

 

[blue666]

One Deepseek appear

edmw suddenly become AI sexpert predicting what’s coming next

by this logic, please short your NVDA, Meta and Amazon, cos these companies revenue will drop for sure

 

[spinning_quirK]

Long term horizon np de. Just hodl.

 

[singaporean11]

Time to buy Nvidia!

Buy just to watch NVidia drop much more?
US stock market is now at GIGANTIC BUBBLE stage!

 

[Kunkka]

tiagong deepseek server outage, cannot take so many users...

Damn slow compared to last week

 

[Zelphon]

All AI need hardware to run.... chips is the new oil

 

[wongminmin]

NVIDIA's stock experienced a significant decline following the emergence of DeepSeek, a Chinese AI startup that introduced a cost-effective AI model. This development raised concerns among investors about potential shifts in the AI industry.
DeepSeek's AI model operates efficiently on less advanced hardware, challenging the prevailing notion that cutting-edge, expensive infrastructure is necessary for high-performance AI. This innovation has led investors to question the substantial investments made by companies like NVIDIA in advanced AI hardware.


The market's reaction was swift, with NVIDIA's stock price dropping over 12%, erasing approximately $465 billion in market value. This decline reflects investor apprehension about the future demand for high-end AI chips, which are central to NVIDIA's business model.


In summary, DeepSeek's introduction of a more affordable AI model has prompted investors to reassess the valuation and future prospects of companies heavily invested in advanced AI hardware, leading to a notable dip in NVIDIA's stock price
====================================================================================
Broadcom's stock (ticker: AVGO) experienced a significant decline, dropping approximately 13% to close at $212.18 on January 27, 2025. This downturn is largely attributed to the emergence of DeepSeek, a Chinese AI startup that has developed an innovative AI model capable of operating on less advanced and more cost-effective hardware. This development has raised concerns among investors about potential shifts in the AI hardware market.

DeepSeek's AI model challenges the prevailing assumption that advanced AI applications require increasingly powerful and expensive computing resources. By achieving high performance with less advanced hardware, DeepSeek's approach suggests that the demand for high-end chips, such as those produced by Broadcom, may decrease. This has led investors to reassess the growth prospects and valuations of companies heavily invested in advanced AI hardware.

The broader technology sector also felt the impact of DeepSeek's announcement. Companies like Nvidia, ASML, and Taiwan Semiconductor Manufacturing Co. (TSMC) experienced significant stock declines, reflecting widespread investor concern about the future demand for high-performance computing components.

In summary, DeepSeek's innovative AI model has prompted a reevaluation of the AI hardware industry's future, leading to a notable dip in Broadcom's stock price as investors consider the potential implications for demand in high-end computing components.

 

[tyhand39]

It's almost -14% now. The biggest single day drop in NVDA history

over-reaction - rare buying opportunity

 

[deokiejisoo]

As long as LUNR and RKLB untouched I'm ok

 

[Sylar22]

NVIDIA's stock experienced a significant decline following the emergence of DeepSeek, a Chinese AI startup that introduced a cost-effective AI model. This development raised concerns among investors about potential shifts in the AI industry.
DeepSeek's AI model operates efficiently on less advanced hardware, challenging the prevailing notion that cutting-edge, expensive infrastructure is necessary for high-performance AI. This innovation has led investors to question the substantial investments made by companies like NVIDIA in advanced AI hardware.


The market's reaction was swift, with NVIDIA's stock price dropping over 12%, erasing approximately $465 billion in market value. This decline reflects investor apprehension about the future demand for high-end AI chips, which are central to NVIDIA's business model.


In summary, DeepSeek's introduction of a more affordable AI model has prompted investors to reassess the valuation and future prospects of companies heavily invested in advanced AI hardware, leading to a notable dip in NVIDIA's stock price
====================================================================================
Broadcom's stock (ticker: AVGO) experienced a significant decline, dropping approximately 13% to close at $212.18 on January 27, 2025. This downturn is largely attributed to the emergence of DeepSeek, a Chinese AI startup that has developed an innovative AI model capable of operating on less advanced and more cost-effective hardware. This development has raised concerns among investors about potential shifts in the AI hardware market.

DeepSeek's AI model challenges the prevailing assumption that advanced AI applications require increasingly powerful and expensive computing resources. By achieving high performance with less advanced hardware, DeepSeek's approach suggests that the demand for high-end chips, such as those produced by Broadcom, may decrease. This has led investors to reassess the growth prospects and valuations of companies heavily invested in advanced AI hardware.

The broader technology sector also felt the impact of DeepSeek's announcement. Companies like Nvidia, ASML, and Taiwan Semiconductor Manufacturing Co. (TSMC) experienced significant stock declines, reflecting widespread investor concern about the future demand for high-performance computing components.

In summary, DeepSeek's innovative AI model has prompted a reevaluation of the AI hardware industry's future, leading to a notable dip in Broadcom's stock price as investors consider the potential implications for demand in high-end computing components.

465billion, more than a few countries GDP wiped out in few hours

 

[gungho]

wow old bird

 

[kingsfall]

What is the hell selloff to do with Nvidia? Nvidia is a hardware provider, and if DeepSeek can get more of Nvidia's high-end GPU, it can do much greater thing and scale larger with more sophisticated model. Nivida, Buy, Buy, Buy Nivida stock. Wish those who buy huat.

Did people not realize that Nivdia is significantly instrumental in creating Deepseek advanced model?

Ppl will think eyyy actually don’t need so much gpu to advance my models

 

[fade_white]

TSMC gone case liao, drop 30 in a day. Close down sua

 

[Ghostpel]

The boat is coming back!!!!!!!

 

[VEF888]

Give it time, it’s open source means every second it’s improving

Linux is open source, no matter how good the o/s how much can it compensate for lack of cpu power?

 

[Hyruga]

Not anymore!

 

[eno_lc]

I also predicted a lot of horse back cannons

 

[Hyruga]

In the last 5 days cumulative, Nvidia went up 4.55%.

In the last 1 month, it went up 5% overall.

In the last 6 months, it went up 27%

Ps

Last 5 days is down 12%

Last 1 month, down 11%

Last 6 months, up 9%

Huat ar!

 

[li9ht5peed]

wat is the link bet tech stock growth n defence industry corruption?

military defense requires high tech skill sets and tools

 

[Ghostpel]

they not using advance chips. they optimizing the way the data is handled with the software.

There a limit to how far it can achieve without advanced chips. What US now should do is to enforce a thorough block of all supply of chips and equipment to China to stop it from making further advances in AI. This is not the end of competition. The winner is yet to be known.