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Cold shower or fundamental misunderstanding? (traders.lt)

Šaltas dušas ar fundamentalus nesusipratimas? (traders.lt)

The debut of China’s DeepSeek artificial intelligence model has created a risk in the global equity markets. Smarks hit Nvidia, considered the primary provider of artificial intelligence industry infrastructure, stock. Analysts comment on the value, one value, the cold soul, another value, the misunderstanding of fundamentals.

Weekly trading in Asia and Europe, and after that and the American stock markets has brought big sales.Investors fear that the development of the artificial intellect , which previously has been driven by major investments in in instructure may not happen in the way as it has been thought in previously.

As evening Nvidia Shares on Nasdaq on the Exchange piked up three percent to 123.93 dollars, which is the lowest price of the even of October month.

Chinese startup DeepSeek released an artificial intelligence assistant whose training cost va $5.6 million. Because of this small cost, compared with the hundreds of millions of dollars spent to now in training the largest models of speeches (for example, ChatGPT, Llama), there are questions about the investments required in the development of advanced artificial intelligent systems of scale.

If it is actually possible to train advanced models at only a small portion of the natural costs, This raises questions about the demand for future recent GPUs, including Nvidia’s announced Blackwell, .

“We do not know the details and not 100 percent of the these these theoretical (including the investment in DeepSeek expenses), but if there really has been a fracture and the cost of training models of more than 100 m million.If you are talking about the estimated 6 million dollars, that is very useful for the productivity of the artificial intellect and the ultimate users, because it means lower access costs” -said Jon Withaar, senior manager of Pictet Asset Management .

“Is this in the short term perspective negative for Nvidia? Because Blackwell expectations are very high, the positioning of the full artificial intelligence on the background is long-term. However, everything that reduces DI deployment costs is useful for artificial intelligence related products and applications, to people who use DI tools – and this group of plant. But we will see – slight flaws in details, and how it is possible to predict a kinic model will be conflicting in multiple adaptations. All therefore is a cold dose of and a dose of realism to the sector which most needed it “, he adds .”It is understandable that investors would want to doubt the narrative which has thus far pushed the market in the full. This is a market that is very hot so investors do not need much, for them to decide to take the money” – says Forvis Mazars investment strategist George Lagarias.

One of the most controversial topics is the estimated $5.6 million in costs of the Annexed Cargo .News source

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