On Monday, Wall Street made huge investment in artificial intelligence infrastructure on the technical industry giants, and invested in artificial intelligence and huge investment in artificial intelligence infrastructure, a large investment in AI infrastructure, and stocks driven by artificial intelligence -driven stocks And stocks driven by artificial intelligence Nvidia (NVDA) chip. DeepSeek's obvious progress proposes the problem of computing power required for the development of the AI system, which is the key driving force for AI stocks.
NASDAQ fell 3.1 % on Monday, NVIDIA stock leader seller.
DeepSeek released a large language model (LLM) in late December. Although the US government's restrictions on high -level chips exports, its performance is equivalent to Openai and other AI systems. On January 20th, Deepseek released another LLM, which was trained. The training was a small part of the cost of AI systems from OpenAI. letter(Googl) Google, Element platform (Yuan) and other American companies.
The Wall Street Journal reported on Sunday.
↑ X Large -scale technical income occupies a central position, because the stock is close to the high pointAlthough OpenAI and Google have developed proper AI models, Deepseek relies on super efficient "open source" technology and innovative model training technology. NVIDIA chip Deepseek is used to build a report of AI models. Although some reports show that the H800 chip function is low, others claim that despite the restrictions on US exports, DeepSeek's parents high aircraft can still buy more advanced H100 NVIDIA AI chips.
In today's stock market, NVIDIA stocks fell 17 % and closed at 118.42, because many other AI stocks have also retreated, including software manufacturers Palantir (PLTR). PLTR stocks fell 4.5 % to 75.44. S & P 500 nuclear power giant Constellation energy (CEG) and Vistur (VST) As analysts re -evaluate the energy needs of data centered on AI -centered data centers.
Raymond James analyst Srini Pajjuri said in a Sunday report: "Deepseek obviously cannot obtain as much calculation as US Hyperscalers, and in some way The model.
Start -ups OPENAI and Anthropic have been building large, multi -mode and small language basic models with Google, Meta and others.
Deepseek's AI assistant has surpassed Openai's ChatGPT appleAccording to the data research company Sensor Tower, the American APP Store.
In addition, Deepseek claims that it has spent only $ 5.6 million in two months to develop its latest AI model.
At the same time, the success of DeepSeek may make the US income report weight. Microsoft (MSFT), etc. Microsoft is the largest investor in Openai.
Yardeni added: "For the magnificent No. 7 Plan, it is planned to rule the AI market with its expensive AI services. This may be a bad news." "Is the question? This may squeeze their collective profit margins. "
He said that if customers need less and more refined chips, chip manufacturer NVIDIA may also be affected. Yardeni added: "For Mag-7, this may be a good news. You can learn from Deepseek to the use of cheap GPU design AI systems. This will reduce their capital expenditure and increase their profits. This may not be the happy development of NVIDIA. "" "
Microsoft and Meta reports reported the results in the fourth quarter on January 29. Google's revenue will be on February 4. Amazon.com (AMZN) may be carried out on February 6.
Meta said last week that it plans to increase capital expenditure to US $ 60 billion to $ 65 billion in 2025, which is an estimated $ 51.4 billion in Wall Street.
Meta stocks fell at first, but closed 1.9 % to 659.88. Microsoft's stock has shrunk by 2.1 % to 434.56. Google's stock fell 4.2 % to 191.81.
DeepSeek CEO Liang Wenfeng also founded the senior flying of China's quantitative hedge fund.
Wenfeng said in a recent interview that the purpose of DeepSeek is to develop artificially universal information like human beings through novel architecture.
He said: "Our destination is AGI, which means that we need to study new model structures to achieve limited resources to achieve stronger model capabilities."
Wedbush analyst, Daniel Ives, is a permanent cat on AI stocks and has different views.
Ives said in a research report: "DeepSeek has found a method to solve these chip restrictions and the chip they finally use. Many suspicions "" "
He added: "Obviously, technology stocks have been under tremendous pressure from NVIDIA, because Wall Street regards DeepSeek as the main threat to American technical rule and owns this AI revolution. Although the model is impressive, and it will bring it The influence of ripples, but reality is reality. In our opinion, MAG 7 and American technology focus on the final game of AGI, including China, especially the infrastructure and ecosystem that Deepseek cannot be close to us. "
In cloud computing services, Deepseek is making its AI model at a significant price lower than the OpenAI model for software developers.
In addition, NVIDIA has always been the leading position of AI stocks. NVIDIA's revenue will be on February 26.
For NVIDIA stocks, adding the production of Blackwell AI chips in 2025 is a key issue.
In addition, NVIDIA criticized the new chip export restriction announced by the Biden government. The global AI chip control system is preferred in 20 American -friendly countries, and limits the computer processing capabilities available to China and other countries.
Whether President Trump follows the new export rules remains to be observed.
In addition, in Raymond James, Pajjuri provides different situations.
"The logical meaning is that DeepSeek will promote the urgency between large American scoreers in order to use its key advantages (accessing NVIDIA GPU) to keep a distance from cheaper alternatives."
AI trends mainly depend on large language models or LLM. These models need a large amount of data for training. Large language models allow users to interact with the AI system without writing algorithms.
The function of free open source models of developers has developed rapidly, and elements have become leaders.
At the same time, Google's stock increased by about 6 % in 2025. GoogleStock holds the accumulation/distribution level of A-Minus. In the past 13 weeks, the ownership of the agency has analyzed the price and quantity of the stock. A+means a large number of institutions to buy; E means sales weight.
Follow Reinhardt Krause on Twitter @reinhardtk_tech Renewable of artificial intelligence, network security and cloud computing.
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The future belongs to the DeepSeek threat to NVIDIA