Fund manager Dan Niles throw cold water NvidiaThe tentative recovery of the decline in the stock price of Monday, warning that the stock manufacturer’s stock may not reach the lowest point.
DEEPSEEK claims its stock on Chinese startup Deepseek Free open source big language model The cost of just two months was $ 6 million, which is a small part of the cost undertaken by other major participants.
These development It has attracted people’s attention Regarding large technology companies will invest in AI, it has reached the stock of AI chip manufacturers NVIDIA.
“No one questioned whether NVIDIA was an indisputable king and chips. What they questioned is how much capital expenditure you need, such as before training, after training, and then inferring,” Niles Investment founder and investment portfolio, Neil The founder of Niles management told CNBC on Tuesday.
After the shares fell on Monday-the company cuts more than 595 billion US dollars from the company’s valuation The largest single -day market value decreases Since the record-NVIDIA’s stock price rose nearly 9 % on Tuesday, Niles’s predictions for American chip manufacturers were frustrated.
He said on Tuesday’s “Squawkbox ASIA” to CNBC’s Sri Jegarath and Chery Kang: “I think investors should be very cautious about this is the bottom.”
He said that NVIDIA can “absolute” from a huge move on Monday, but if it is estimated that it must be reduced from NVIDIA (income) to 50 % to 20 % to 30 %. I think more stocks may have more stocks. Downward. From here. “
exist Zhou has always issued a statement in CNBCNvidia welcomes the emergence of Chinese artificial intelligence competitions. The company spokesman said that Deepseek’s R1 model was “excellent AI progress”, which showed that American chip manufacturers provided opportunities for their graphics processing units or GPUs.
Microsoft bet
Nels is still observing whether the appearance of Deepseek may break the relationship between AI supporters MicrosoftOpenai and NVIDIA.
Microsoft has always been the driving force behind ChatGPT-Creator, which has caused the generated AI prosperity. Microsoft has fallen Nearly $ 14 billion So far entering AI startups.
Although “so far is the largest stock on AI and the largest customer of NVIDIA,” Niles said that Microsoft’s CAP-EX may be “increased 70 % to 80 % to the basic flat in June.”
“Therefore, this is the way you need to think, because some of the reasons are the return on investment, and the money you spent so far?” He said.
“And the answer is not for them, so we must see how this works.”
