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The AI world has been buzzing about DeepSeek R1, and some have even speculated that its release caused NVIDIA’s massive stock drop. But is that really the case? In this video, we dive into the truth behind NVIDIA’s 17% market cap loss and why AI might not be to blame.
Key topics covered:
Did DeepSeek R1 trigger the NVIDIA stock sell-off?
The REAL reason behind the crash—U.S. tariffs and geopolitical tensions
OpenAI vs. DeepSeek: The battle over AI leadership
How China’s open-source AI models are shaking up the industry
The future of AI and what this means for NVIDIA investors
Sources & insights from:
Mark Chen (OpenAI Chief Research Officer)
Jeremy Howard (Fast.ai co-founder)
Bill Ackman, Palmer Luckey & more industry experts
What do you think? Is AI the real reason behind NVIDIA’s stock drop, or is this just market speculation? Drop your thoughts in the comments!
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#NVIDIA #DeepSeek #AI #StockMarket #OpenAI #Tariffs #TechNews #ArtificialIntelligence #DeepLearning
LINKS:
https://x.com/markchen90/status/1884303237186216272
https://x.com/Sam_Witteveen/status/1884444322839535823
https://x.com/mayowaoshin/status/1884211631355314238
https://www.theverge.com/2025/1/27/24353388/trump-tariffs-chips-act-ai-deepseek?utm_source=chatgpt.com
https://arxiv.org/pdf/2412.19437
https://x.com/hamptonism/status/1884258638732370132
https://x.com/carrigmat/status/1884244369907278106
https://x.com/deepseek_ai/status/1859200149844803724
https://x.com/deliprao/status/1884420597494489307
https://x.com/jeremyphoward/status/1884297867684372807
https://venturebeat.com/business/trump-calls-for-tariffs-on-computer-chips-semiconductors-and-pharmaceuticals-from-taiwan/
https://x.com/BillAckman/status/1884359958952571329
https://x.com/PalmerLuckey/status/1884351579240927677
https://x.com/Alibaba_Qwen/status/1884263157574820053
https://x.com/abc43992899/status/1883940231700951284
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00:00 Introduction: Competing with OpenAI
00:11 DeepSeek’s Breakthrough and OpenAI’s Response
01:47 Market Reactions and Conspiracy Theories
02:54 NVIDIA’s Market Impact and Tariff Issues
04:47 DeepSeek’s Training Costs and Performance
07:10 Chinese Companies Leading Open Source AI
09:34 Running AI Models Locally Read More Prompt Engineering
#AI #promptengineering
