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The fund manager Dannile threw cold water nvidiaThe provisional recovery from the Monday stock price has warned that chip manufacturers may not have reached the bottom.
NVIDIA’s shares are 16.9 % on Mondays after claiming that China’s Startup DeepSeek has a large -scale open source, $ 6 million, which is a part of the cost of other major players. I slid.
These developments were concerned about how much major high -tech companies would invest in AI, and won the shares of the major AI chip manufacturer, NVIDIA.
“No one is wondering if NVIDIA is a king and chip that has no discussions. They are doubtful, after training, after training, and eventually How many steps are needed?
After the market share has fallen, the company’s reputation reduced $ 59.5 billion or more, and the number of records decreased by the largest market capitalization -NVIDIA shares rose almost 9 % on Tuesday, but Niles is us. I have a miserable prediction in the future.
“I think investors should be very careful about assuming this is the bottom,” he told CNBC’s Sri Jegarath and Cherry Kang on Tuesday’s Squawkbox Asia.
NVIDIA said he could bounce “absolutely” from a large -scale movement on Monday. From here. “
In a statement to CNBC on Monday, NVIDIA welcomed China’s AI competition. Spokesman, a company called Deepseek’s R1 model, “Excellent AI Advancement,” indicates that US-CHIPMAKER is looking at the opportunity for a graphics processing unit (GPU).
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Microsoft betting
Nile is also seeing if the appearance of Deepseek can destroy the relationship between AI backers. MicrosoftOpenai and NVIDIA.
Microsoft is the driving force behind Chatgpt-Creator, causing a generated AI boom. Microsoft has poured nearly $ 14 billion in the AI startup so far.
Despite being “the biggest spender of AI and the biggest customer of NVIDIA”, Niles says that Microsoft’s CAP-EX is “basically flat from 70-80 % to June”. I mentioned.
“And it’s like you need to think about it, because some of this is the investment rate of investment for what you have spent so far?”
“And the answer was not for them, so we have to see how it develops.”