DeepSeek AI Disrupts US and Taiwan Tech Markets

Convert Your Audio To Text

4.9/5

3657 customer reviews

DeepSeek, a Chinese AI, outperforms OpenAI, causing potential challenges for US and Taiwan's semiconductor industries by using fewer GPUs efficiently.

DeepSeek AI Shakes Up Nvidias Growth Story - Andreas Steno

Added on 01/29/2025

Speakers

Add new speaker

Speaker 1: DeepSeek, a Chinese AI, released recently, all of a sudden pulled the rock from under the technology space, especially the semiconductor space in the US and in Taiwan this morning. I guess the short version of a much longer story is that DeepSeek is incredibly more efficient than OpenAI, for example, right? Is that a big thing? Well, initially, yes, because obviously from the hardware perspective, right, if you need fewer GPUs to run more models, that could be a short term issue for Nvidia, right? We obviously know that it is priced to some sort of perfection. Now we have expectations of a doubling of the top line this year, and probably around 80% on top of that next year. At least we had those expectations before today. And for a stock that is so dependent on its growth trajectory, even one or two quarters with disappointments will probably be enough to alter the trend substantially.