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204 days

Nvidia drops $600bn off its market cap amid the rise of DeepSeek

1. DeepSeek's R1 model shows AI can thrive without high-cost hardware. 2. Nvidia's stock dropped 16.9%, losing nearly $600 billion in market cap. 3. U.S. chip export restrictions exacerbate Nvidia's competitive challenges internationally. 4. Nvidia's current scaling laws face scrutiny amid shifting AI landscape.

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FAQ

Why Very Bearish?

DeepSeek’s advancement undermines Nvidia's hardware reliance, directly impacting demand.

How important is it?

DeepSeek's success challenges Nvidia’s market position, making it highly impactful.

Why Short Term?

Immediate reactions to stock prices show significant short-term volatility.

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