NVIDIA has risen to the top of the stock market by selling computer chips that supplies fuel to the world’s artificial intelligence boom, indicating that NVIDIA can reduce what is created. Has been dealt with.
On Monday, NVIDIA’s shares showed that the company called DeepSeek showed that the company called DeepSeek could train a state -of -the -art AI system with only a small part of the NVIDIA chip used by Chatgpt manufacturers in the past. I broke through. The company has lost about $ 600 billion because it was the worst trading date since the pandemic cell -off in March 2020.
Deepseek’s release has challenged consensus in the technical industry that companies have to spend billions of dollars in new data centers to build a larger and better AI system. At the center of these data centers is probably one of the unwanted AI projects. Giant cache of NVIDIA chip.
Silicon Valley Company manages 90 % of the special chip market used to build AI systems, as part of the estimation. Since Openai released Chatgpt in late 2022, it has been a surprising run. In the past two calendar years, NVIDIA’s revenue has increased by more than 200 % to $ 126 billion, but 700 % has risen when the market on Friday approaches. It reaches the peak of $ 3.62 trillion in November.
But DeepSeek’s clear breakthrough indicates that NVIDIA’s appetite for chips may not be as infinite as imagined just a week ago. NVIDIA is still an enviable position, but there are few competitions over AI chips, but companies that buy that technology can delay spending.
“In the past, AI was bigger, better, faster. Patric Moorhead, the highest executive of Moore Insights & Strategy, a technology and semiconductor research company, said: This is very fast, so we ask how much it applies to NVIDIA and whether people need more chips in the future. “
The release of DeepSeek has also reduced the shares of other semiconductor companies, including Broadcom, Micron Technology, and Taiwan Semiconductor Manufacturing Inc.
The arrival of DeepSeek crystallizes concerns that the NVIDIA business has already dropped. At the end of last year, AI leaders began warning that chatbot improvement was decelerating. They used to rely on simple formulas to provide progress. Colling as many data as possible from the Internet to enlarge a large language model, that is, technology that moves chatbots.
However, the concept is known as an extension in the industry, but it has begun to drop out of favor because of high -tech companies lack data. As a result, companies have started experiments of new techniques to continue to improve the system. We have also strengthened questions about the impact on business from NVIDIA Investors.
At the CES Technologet Trade Show in January, Jensen Huang, the highest executive officer of NVIDIA, stated that new technologies are “promoting a huge demand for NVIDIA chips.” He stated that a company is using NVIDIA chips to supply power to models that perform more inference in data centers.
In a Monday statement, MyLene Mangalindan, a NVIDIA public relations representative, stated that DeepSeek has been working on these new techniques. She added, “DeepSeek is an excellent AI progress.”
However, investors have seen to see if the change in how to make AI will focus on NVIDIA’s business. The success of DeepSeek also talks to uncertainty about building and providing AI systems.
“This was what we have been working on,” said Daniel Newman, the highest executive of Futurum Group, a high -tech research company. “Everyone is pursuing this goal because the training cost of AI is too high.”
Not everyone is convinced that the rise of NVIDIA is stagnant. The shares were unstable, and in August decreased by more than 10 % than the report of delaying the latest artificial intelligence chips. I rebounded later.
In a Monday investor, Stacy Rasgon, a semiconductor analyst of Bernstein Research, stated that he spent more money to build a system than Deepseek claims. He added that more efficiently builds more AI systems can mean more demand because more companies can invest in them.
“It looks exaggerated,” said Rasgon on weekends.
The change in the value of NVIDIA is the latest proof of how AI keeps promoting the stock market. Last year, Microsoft took Apple as the world’s most valuable company to push Apple early in June, and NVIDIA passed the two companies and claimed the crown.
Currently, Apple has returned to the lead after releasing a unique AI system called Apple Intelligence on the iPhone. However, there are signs that it may not keep that position for a long time. This month, we complained that customers and companies misfirmed the news report, and then disabled one of the signature functions (consolidation and summary of news notifications).
“There was no winner here,” said Newman. “The tools are okay, but if everyone can make better models at lower costs, people may start to adopt AI.”
