DeepSeek Developing AI Inference Chip Sparks Nvidia Stock Falls

DeepSeek, which is developing its own AI inference chip aimed at reducing reliance on Nvidia hardware, sent Nvidia shares down nearly 2% premarket, hitting a low since April.

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07-08
英伟达股价下跌1.9%,美光科技下跌5%,超威半导体下跌2.5%,英特尔下跌约5%。
英伟达股价下跌1.9%,美光科技下跌5%,超威半导体下跌2.5%,英特尔下跌约5%。
07-08
Market Chatter: DeepSeek Designs Own AI Chip to Wean Off from Tech Giants
Market Chatter: DeepSeek Designs Own AI Chip to Wean Off from Tech Giants
07-08
DeepSeek Reportedly Developing In-House Chips to Power AI Operations
DeepSeek Reportedly Developing In-House Chips to Power AI Operations
07-08
AI Daily: DeepSeek developing own chip to reduce reliance on Nvidia
AI Daily: DeepSeek developing own chip to reduce reliance on Nvidia
07-07
DeepSeek Reportedly Developing Its Own AI Chip for Inference Tasks
DeepSeek Reportedly Developing Its Own AI Chip for Inference Tasks
07-07
DeepSeek据悉开发AI推理芯片,英伟达盘前跌近2%,大客户自研芯片压力再升
DeepSeek据悉开发AI推理芯片,英伟达盘前跌近2%,大客户自研芯片压力再升
07-07
Nvidia Shares Under Pressure Pre-Market on Reports DeepSeek Is Developing Its Own AI Inference Chips
Nvidia Shares Under Pressure Pre-Market on Reports DeepSeek Is Developing Its Own AI Inference Chips
07-07
消息称DeepSeek自研AI推理芯片,一年前已启动
消息称DeepSeek自研AI推理芯片,一年前已启动
07-07
荷兰国际:英伟达利润率面临客户自研芯片的威胁
荷兰国际:英伟达利润率面临客户自研芯片的威胁
07-07
Nvidia Shares Extend Decline Premarket After Reuters Report Deepseek is Developing Its Own AI Chip, Last Down 1.5%
Nvidia Shares Extend Decline Premarket After Reuters Report Deepseek is Developing Its Own AI Chip, Last Down 1.5%
07-07
市场消息:Deepseek正在自研人工智能芯片。
市场消息:Deepseek正在自研人工智能芯片。

User Discussion

DeepSeek shook the semiconductor industry and the stock market with the release of its R1 reasoning model. R1 matched top-tier models like OpenAI’s o1, yet it was reportedly trained for a fraction of the cost, around $6 million.The good news is that AI stocks recovered, and then some. They surged to record highs as Western models kept improving and held their lead, quashing fears that cheaper Chinese models could catch up. For a while, that justified the massive capital expenditure the West had committed to. Most AI models are judged on how well they answer a question, write a Python script, or pass an exam. Chip design is a different beast. It is a gruelling, multi-step engineering process. By completing all of it autonomously over 48 hours with no human intervention, Impressive as it is,