DeepSeek AI Sparks AI Panic
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Investors worry DeepSeek reduces AI chip demand, but there's a case for remaining bullish on Nvidia
83% Informative
Chinese startup DeepSeek claims to have built AI that rivals OpenAI 's o1 but with less computing power.
That could mean lower demand for AI chips, but some analysts and AI leaders don't agree.
Nvidia , ASML , AMD , ARM , and a string of Japanese chipmakers tied to the chip-fueled AI industry took a hard fall on Monday .
Investors will continue to reel from the fallout of Monday 's market rout.
Silicon Valley leaders will unpack how DeepSeek achieved so much with seemingly so little.
In the short-term, this could be bearish because Big Tech firms that are doing all the capex will start focusing more on optimizing their existing AI infrastructure.
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