CNBC Overtime’s Post

NVIDIA, a prominent figure in the artificial intelligence sector, recently faced a substantial setback, with a staggering $593 billion loss in market value. This decline followed the unveiling of a disruptive and cost-effective AI model by China's DeepSeek AI, prompting investor apprehension regarding its potential effects on the earnings of leading tech firms.

NVIDIA is sinking into the deep sea as the Tsunami of DeepSeek hits the market. China is proving to the world that scaling AI doesn’t require $500 billion. #Uncertainity

Today, I spoke on a U.S. TV channel about the disruption in the AI industry caused by Chinese platform DeepSeek and its impact on Nvidia. DeepSeek’s revolutionary AI model, R1, has challenged Nvidia’s dominance by delivering competitive performance at a fraction of the cost, triggering a 17% stock drop for Nvidia and wiping out nearly $600 billion in market value. This shift underscores the growing influence of Chinese innovation in the AI space and highlights the challenges for U.S. companies to remain competitive. I addressed the critical need for adaptability and strategic resilience as the global AI race intensifies, reshaping markets and redefining technological leadership. “By the way, I practiced some Mandarin at the start of the interview, you might catch it!” #AI #Nvidia #DeepSeek #TechDisruption #Innovation #GlobalTech #USChinaCompetition Roue Consultores

💥 $400 BILLION GONE IN A DAY: THE AI REVOLUTION JUST CHANGED FOREVER 💥 AI’s Sputnik moment China’s DeepSeek just shook the world, releasing an AI model rivaling OpenAI with a fraction of the resources. The result? Nvidia lost $400 BILLION in market value—the biggest drop in history. Marc Andreessen calls it “AI’s Sputnik moment.” The US tech throne is no longer unshakable. China isn’t catching up—they’re overtaking. The AI race just got real. Will the West adapt—or fall behind? #AI #DeepSeek #TechDisruption #Nvidia #GlobalRace

DeepSeek v3 was released last year, and now Wall Street is starting to realize its threat to NVIDIA and Western AI development 🤣

🚨 The Rise of DeepSeek and Its Impact on Global Markets 🌍💡 DeepSeek, a Chinese AI startup, has shaken the foundations of the global tech and financial markets in just a few months. With the launch of its cutting-edge DeepSeek-V3 AI model, the company has proven its dominance in AI innovation and triggered a significant market shakeup. Here’s why this matters: 📊 Market Crash Alert DeepSeek’s efficient AI solutions sent shockwaves through the financial world, causing Nvidia to lose $600 billion in market value—one of the largest devaluations in history. This decline was driven by fears that DeepSeek’s models, which use fewer chips, could disrupt the demand for Nvidia’s premium AI hardware. 🏦 Ripple Effects Across Industries The fallout didn’t stop with Nvidia. Global tech giants like Microsoft, Google, and others also faced valuation declines, exposing the vulnerabilities of a concentrated U.S. tech market. 🤖 A Sputnik Moment for AI DeepSeek’s advancements represent a pivotal moment in the AI race. With China’s growing dominance, the world needs to ramp up its innovation to remain competitive. 🌐 What’s Next? This event highlights the need for companies to adapt rapidly to changing technologies. The rise of efficient and cost-effective AI models like DeepSeek-V3 may redefine how we approach AI infrastructure, investment, and global competition. 🔗 Let’s talk: How do you see AI reshaping industries and markets in the next 5 years? Are we ready for this shift? #AIInnovation #DeepSeek #TechTrends #MarketCrash #FutureOfAI #Nvidia #Technology

Three stories explaining DeepSeek from an FFM team of editors who have deep experience covering Asia tech and global equities: DeepSeek's shoestring-budget AI model — dubbed a “Sputnik moment” by Marc Andreessen — prompted investors to question growth assumptions underpinning the rally of Nvidia and its tech giant customers. Yet the subsequent crash was hardly a death knell for the US stock market as new AI leaders and value plays rallied hard. If you're using the Bloomberg Terminal, check out these three FFM articles for more insights: 👉 Tracking China's AI Threat Shows DeepSeek Was No Surprise 👉 Nvidia Crash Uncovers New AI Leaders as Value Plays Emerge 👉 DeepSeek Shock Clouds $1 Trillion Nvidia Data Center Sales FFM <GO> #DeepSeek #ai #investing #tech #innovation

Just yesterday, we discussed the vision of building $500 billion AI data centers to create a "country of geniuses in a data center." In a dramatic turn of events today, a small Chinese company wiped out $500 billion from NVIDIA's market cap alone! This sudden dip is a reminder of how fast the AI landscape is shifting—one day, you're leading the charge; the next, you're caught in the crosswinds of global competition. What are your thoughts on this major shake-up? Is this just a temporary setback or a sign of bigger disruptions ahead? #AI #ArtificialIntelligence #NVIDIA #StockMarket #TechTrends #Innovation #MarketShift #Finance #AIRevolution

Jensen Huang on AI's Role in National Progress: "Countries are awakening to the importance of AI as part of their digital intelligence infrastructure. Data isn’t just information—it’s a national resource, encoding a society’s knowledge, culture, and aspirations." From sovereign AI initiatives like ThaiGPT in Thailand to the transformative power of NVIDIA's Blackwell chips, Huang emphasizes that AI is not just a technological breakthrough but a reinvention of computing itself—a fundamental shift shaping our future. #AIrevolution #SovereignAI #NVIDIA #Innovation WIRED's #WIREDBigInterview

Nvidia CEO Jensen Huang has announced that the company will be upgrading its AI accelerators on an annual basis. This move is expected to keep Nvidia at the forefront of AI technology and innovation. In related news, Qualcomm's CEO has shared insights into the company's advancements in AI PCs, highlighting significant progress and future potential in the sector. Meanwhile, GameStop shares have seen a notable surge. This follows the revelation that Roaring Kitty has taken a $116 million position in the company, sparking renewed investor interest. These developments were discussed on "Bloomberg Technology," the daily news program hosted by Ed Ludlow and Caroline Hyde, which covers the latest in technology, innovation, and business trends. #Nvidia #Qualcomm #GameStop #AI #TechnologyNews #BloombergTechnology ---------------------- Learn more here: https://lnkd.in/ebSEDr2G