NVIDIA CEO Jennn Huang owns Blackwell GeForce RTX 50 series GPU (L) and RTX 5000 laptops. He published the Consumer Electronics Exhibition (CES) held at Las Vegas (CES) held on January 6, 2025 at Las Vegas, Nevada. Topic speech.
Patrick T. Fallon | Agence France -Prestery | Getty Image
Nvidia On Monday, it lost a market value of nearly $ 600 billion, which was the biggest decline in any company in the day in American history.
The stock price of chip manufacturers plummeted by 17 %, and the closing price was $ 118.58. Since March 16, 2020, this is the worst day of NVIDIA in the market, which was in the early days of Covid Pandemic. back Surpass apple Last week, it became the most valuable listed company. NVIDIA’s decline on Monday was ahead of Nasdaq’s high -tech slide 3.1 %.
Sell spark He was worried that Deepseek, the Chinese artificial intelligence laboratory, put forward intensified competition in global artificial intelligence battles. At the end of last month, Deepseek Reveal A free open source large language model explain It took only two months to build $ 6 million NvidiaIt is called H800.
NVIDIA’s graphics processing unit (GPU) dominates the market of AI data center chips in the United States, and technology giants are also like letter,,,,, Yuanand Amazon It costs billions of dollars to train and run its AI model on the processor. Cantor’s analyst wrote in a report on Monday that Deepseek’s latest technology released “the impact on calculation needs and the concerns about the peak expenditure of GPU all caused great anxiety.”
Analysts who are advised to purchase NVIDIA stocks say they “think this view and facts are the farthest.” The progress of AI is likely to lead to “more calculations in the AI ​​industry want to calculate, not less.”
However, after the huge rise of NVIDIA-stocks soared by 239 % 2023 171 % last year -The market for expenditure is in the edge state. BroadcomAnother large American chip manufacturer saw the huge valuation of AI decreased by 17 % on Monday, which reduced its market value by US $ 200 billion.
Data center companies rely on NVIDIA’s GPU for hardware sales. Dell,,,,, HP Packard Enterprise and Super micro computer Fall at least 5.8 %. OracleSome part President Donald Trump The latest AI initiative fell 14 %.
For NVIDIA, the loss exceeds more than Double the decline of $ 279 million What the company saw in September was that this was the largest market value loss in history at that time, which caused Meta’s stock Loss 232 billion US dollars In 2022. Prior to this, Apple was $ 182 billion by Apple in 2020.
The decline in NVIDIA is more than twice the market value Coca Cola and Glyph And more than Oracle and NetflixEssence
Alleged Forbes’ real -time billionaire listEssence This moved Huang to the 17th place on the richest list.
On weekends, Deepseek’s sudden excitement promoted its application Chatgpt of the past Openai As the least free application in the United States on the Apple App Store. Although a large number of US chip exports have been exported to China recently, the development of the model is still there.
David Sacks (David Sacks) Tap Trump is the White House’s AI and Crypto CZAR, Write on X Deepseek’s model “indicates that the AI ​​competition will be very competitive”, and Trump last week on the AI ​​security ruling, Joe Biden’s administrative order was correct.
“I have confidence in the United States, but we can’t be complacent.”
NVIDIA is now the third largest open company second only to Apple and Apple MicrosoftEssence
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