Source: Lawrence Berkley National ... Energy Usage Report'. Data as of December 2024. Outlooks and past performance are no guarantee of future results. ... Phase 4 – Cross-sector beneficiaries: Ultimately, the DeepSeek breakthrough may be most positive for the many potential productivity and revenue beneficiaries of AI technology that inhabit most sectors in the stock market...

The market is worried that DeepSeek’s cost efficiency threatens the assumed dominance and valuation premium that leading U.S. semiconductor and infrastructure companies have enjoyed. Indeed, some of the stocks that are taking the biggest hit so far today are Nvidia (DeepSeek built their model ...

DeepSeek had a short-term bearish impact, but the market has been sorting out potential winners and losers and generated some rotation in the technology space. ... When priced for perfection or near perfection, a stock is more vulnerable to a significant sell-off — even based on news flow ...

January 28, 2025 - Why haven’t we heard about DeepSeek before? Photograph: Dado Ruvić/Reuters ... Investors have been fleeing US artificial intelligence stocks amid surprise at a new, cheaper but still effective alternative Chinese technology.

January 27, 2025 - US stocks dropped sharply Monday — and chipmaker Nvidia lost nearly $600 billion in market value — after a surprise advancement from a Chinese artificial intelligence company, DeepSeek, threatened the aura of invincibility surrounding America’s technology industry.

February 5, 2025 - Beyond the upheaval caused to the stock market, the implications for the ongoing AI competition between the U.S. and China continue to unfold. To unpack how DeepSeek will impact the global AI ecosystem, let us consider the following five questions, with one final bonus question.

January 27, 2025 - But now investors are calling these ... uses less advanced chips than rivals' models do. At least investors will soon get to grill Big Tech companies about DeepSeek and their overall AI strategies. Four of what are often dubbed the Magnificent Seven tech stocks — Meta, ...

January 29, 2025 - January 29, 2025 Just a week or so ago, a little-known Chinese technology company called DeepSeek quietly debuted an artificial intelligence app. Is this a technology fluke? A shot across the computing bow? A lasting change in the AI landscape? UVA Today chatted with Michael Albert, an AI and ...

January 28, 2025 - The team behind DeepSeek, the artificial intelligence model maker, claimed that the technology uses cheaper chips and less data. Investors are concerned this could hurt future AI chip sales for a company like Nvidia as well as bring into question the dominance of US hyperscalers in AI. The problem for markets is that Big Tech's earnings beats have been driving stocks ...

February 13, 2025 - As the world recovers from the biggest single-day loss in US stock market history, what insights can be drawn from Deepseek's debut about China’s AI capabilities and the sustainability of investment in tech stocks

February 11, 2025 - DeepSeek created a storm in global financial markets in January, slashing nearly USD 1 trillion of US tech sector market capitalization in a single day and forcing a dramatic rethink of AI valuations. Nvidia plunged 17%, with other semiconductor stocks also suffering steep single-day losses, ...

More powerful machines (and therefore ... range of use cases. The chart above shows the growing popularity in Jevons’ Paradox, and this may yet continue to hold true. Source: Bloomberg, MSCI, Guinness Global Investors · The chart above outlines MSCI World performance over January until the DeepSeek announcement (in green), the market reaction on the day of the R1 model release (in blue), and January performance in red. As the chart depicts, stocks generally ...

The launch and increasing popularity of DeepSeek have raised concerns about the future market share of established tech giants, leading to substantial declines in their stock valuations. Notably, DeepSeek triggered a $1 trillion sell-off in U.S.

September 30, 2024 - Sure nvidia isn’t going bankrupt but their stock was pretty out of hand for a bit. And yeah, the market is irrational right now. I don’t take it to accurately reflect company market caps well right now. I’m personally far more interested in the real effect · more reply More replies More replies More replies More replies ... That's the case with every new tech. As tech matures, cost come down. A lot of model training for deepseek possible for so cheap is because it still uses ...

February 4, 2025 - DeepSeek, a Chinese artificial ... caused US tech stocks to sink. In January, it released its latest model, DeepSeek R1, which it said rivalled technology developed by ChatGPT-maker OpenAI in its capabilities, while costing far less to create. Its popularity and potential rattled investors, wiping billions of dollars off the market value of chip ...