Investing.com- Robinhood data showed on Sunday evening that the shares of NVIDIA (NASDAQ 🙂 decreased by more than 5% in the 24-hour markets, amid increasing questions about the need for significant capital spending on artificial intelligence after the Chinese Deepsek version.
Robinhood data showed that NVIDIA has decreased by 5.2% to $ 135.20, with shares expanding a loss of 3.2% since Friday.
AI Habibi has been annoyed by the launch of Deepseek R1 – a large -sized model claiming to compete with offers from Chatgpt and Meta (Nasdaq 🙂 while using a small part of their budgets.
Deepseek – which is funded by the Chinese -Flyer – is able to reach about 50,000 H100 AI graphics processing units from NVIDIA, which belongs to the last generation of advanced artificial intelligence chips.
The Deepseek version raised concerns that technology companies can adopt smaller and more efficient capital methods to develop artificial intelligence, which requires less money than capital spending on data centers and advanced artificial intelligence chips.
While the major technology companies can learn from Deepseek to design cheaper artificial intelligence systems, it may not be a happy development for NVIDIA. ”
JB Morgan analysts argued that concerns about the high artificial intelligence budgets were “exaggerated”, adding that Deepseek's efficiency came more than necessary, especially in light of the strict US export controls for the chips industry in China.
Six of the Wall Street companies called Magnificent 7 – which constitute the largest part of the largest NVIDIA customers – will announce a quarterly profits this week, and it is widely expected to announce the increase in capital expenses in developing artificial intelligence.
Openai AI last week also announced a joint investment of $ 500 billion in artificial intelligence infrastructure in the United States.
