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The American AI race between Tech Titans in the United States has begun to smoke after Chinese AI app Deepseek collided with the scene and reversed investors.
The NASDAQ composite, which has a lot of technology, almost erased the profit of the year and decreased by 3 % on Monday.
| Ticker | safety | last | change | change % |
|---|---|---|---|---|
| I: Comp | NASDAQ COMPOSITE INDEX | 19341.833835 | -612.47 |
-3.07 % |
| SP500 | S & P 500 | 6012.28 | -88.96 |
-1.46 % |
The model of DeepSeek seems to match the functions of chatbots such as Openai's Chatgpt and Meta LLAMA, but it is only a part of the development cost. Also, on the weekend, it rose to first place in the Apple App Store. It is also reported that NVIDIA's decreased ability chips can be used.
Silicon Valley praises Chinese deep seques.
Chip manufacturers, the beloved person of AI, lost almost 17 %. It's the worst day since March 2020, as the Dow Jones Market Group has tracked. The market capitalization of about $ 600 billion was wiped out, and the net assets of CEO Jensen Huang trimmed about $ 20 billion per day.
How DeepSeek shakes our ruling
NVIDIA CEO JENSEN HUANG has a NVIDIA DRIVE THOR processor at the Consumer Electronics Show held in Las Vegas on January 6, 2025. (PATRICK T. FALLON/AFP Getty Images)
NVIDIA's spokeswoman told Fox Business: “Deepseek is an excellent AI progress and a perfect example of test time scaling. Deep Shik research shows how to create a new model using that technology. There are quite a few inference. NVIDIA GPU and high -performance networking are currently available before and after training.
| Ticker | safety | last | change | change % |
|---|---|---|---|---|
| Googl | Alphabet Inc. | 191.81 | -8.40 |
-4.20 % |
| PLTR | Palantir Technologies Inc. | 75.44 | -3.54 |
-4.48 % |
| msft | Microsoft Corp. | 434.56 | -9.49 |
-2.14 % |
| Meta | Meta Platforms Inc. | 659.88 | +12.39 |
+1.91 % |
Other AI players Google, Microsoft, and Palantir also saw sudden losses, but Meta also rose after hiking a $ 65 billion capital this year.
A handful of nuclear power plants were also accused. Investors are worried that companies that control AI heating and cooling may not see demand if DeepSeek is a real transaction. Constellation Energy, Talen, and Visitors all lost the ground.
| Ticker | safety | last | change | change % |
|---|---|---|---|---|
| CEG | CONSTELLATION Energy Corp. | 275.00 | -72.44 |
-20.85 % |
| TLN | Talen energy | 192.16 | -52.90 |
-21.59 % |
| VST | Vistra Corp | 136.96 | -54.14 |
-28.33 % |
Wedbush analyst, Dan IVES, in a survey notebook, DeepSeek's model is “impressive”, but investors warn that this is not a contract for the AI Revolution, and tell the client to buy it during the sale. He said.
“Bears controls the story of the weekend and tries to scare investors. This is the moment of a black swan. That's actually the opposite. For hyperscalers, NVIDIA, and use cases, if inference training accelerates the AI revolution. He was broken.
The high -tech defeat spilled into bitcoin. Bitcoin went down $ 100,000 for a short time before collecting some of these losses.
When investors sold Tech, they rotated to more defensive names, including Procter & Gamble, Coca-Cola, and Insurance Company travelers. These shares have helped to promote the dowjones's industrial average into 289 points.
Dow Jones Industrial Average
Bonds have also reduced the ministry yield of 4.529 % for 10 years, decreasing at least since December 20, 2024.
