SemiAnalysis: DeepSeek spent “well over $500M on GPUs”; TechInsights says DeepSeek isn't “a big hit to Nvidia” but “a bigger problem for companies like OpenAI”
Short sellers profit as US chipmaker loses nearly $600bn in market value on Monday
Financial Times
Related Coverage
- Nvidia Reels After China's A.I. Breakthrough New York Times · Tripp Mickle
- Bridgewater sees short-term correction for tech stocks but bullish on DeepSeek impact Reuters · Carolina Mandl
- DeepSeek Panic Live Updates: Nvidia, Oracle Stocks Rebound After Monday's Rout Forbes
- Nvidia Calls DeepSeek ‘Excellent’ AI Advance, Dismisses Concerns Bloomberg · Ian King
- Nvidia and other tech stocks are rebounding a day after the DeepSeek AI wipeout Quartz · Rocio Fabbro
- Nvidia is rebounding after biggest market cap loss in history, but it's a fragile bounce CNBC · Fred Imbert
- Nvidia, Other AI-Focused Stocks Rebound Somewhat After Monday's Selloff Yahoo Finance · Nisha Gopalan
- OpenAI, Nvidia greet DeepSeek's cheaper AI model Proactive · Josh Lamb
- Nvidia calls DeepSeek ‘an excellent AI advancement’ after shedding $600 billion in value The Economic Times
- Why Are Nvidia Shares Down? Is It Time to Buy This AI Stock? InvestingHaven · Sam Ralph
- Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here's what to know. MarketWatch · Emily Bary
- The DeepSeek bombshell has been a wakeup call for US tech giants ITPro · Ross Kelly
- DeepSeek Has Spent Over $500 Million on Nvidia Chips Despite Low-Cost AI Claims, SemiAnalysis Says Slashdot · Msmash
- Nvidia says DeepSeek advances prove need for more of its chips Reuters · Stephen Nellis
- Biggest Market Loss In History: Nvidia Stock Sheds Nearly $600 Billion As DeepSeek Shakes AI Darling Forbes · Derek Saul
- “DeepSeek Panic Triggers Tech Stock Sell-off as Chinese AI Tops App Store” Digital Scholarship · Charles W. Bailey, Jr
- After OpenAI, DeepSeek is the Next Best Thing that Happened to NVIDIA AIM Media House · Siddharth Jindal
- What to Know About DeepSeek, the Chinese AI Company Causing Stock Market Chaos Time
- Trump says DeepSeek's AI bombshell should be a ‘wake-up call’ for Big Tech Quartz · William Gavin
- Fears DeepSeek could be China's secret AI weapon for WW3: Questions grow over origins of mysterious ‘communist AI’ … Daily Mail · Elena Salvoni
- Tech Slides Amid Chip Rout Following Chinese AI Breakthrough — Tech Roundup MarketWatch
- DeepSeek chaos shows ‘America First’ doesn't always win. It may embolden Trump anyway CNN · Matt Egan
Discussion
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@quinnypig.com
Corey Quinn
on bluesky
So far OpenAI has raised $21.9 billion, yet somehow I don't see all the handwringing, wailing, and gnashing of teeth. [embedded post]
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r/technology
r
on reddit
Nvidia Stock Plunges 17% As NVDA Suffers Biggest Market Cap Loss Ever—Driven By DeepSeek