Ten days ago the shares of Nvidia corrected 17 percent. How could this have happened to such an “owned” and analyzed company? The answer, at least as of now, is that surprise over inexpensively trained and very capable DeepSeek forced investors to at least rethink Nvidia’s long-term dominance.
The news on January 26th gave investors reason to at least question whether the current face of AI would perhaps be disrupted by dynamism within the sector that its chips had helped create. It's worth thinking about Nvidia and the market meaning of DeepSeek’s surprising rollout with TikTok top of mind.
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