Your cart is currently empty!
Tag: DeepSeeks
DeepSeek’s threat to Nvidia may not be so serious, Jim Cramer says
CNBC’s Jim Cramer on Friday told investors DeepSeek might not pose as serious a threat to Nvidia‘s sales as many investors feared this week, saying the Chinese artificial intelligence startup may not have told Wall Street the full story about its large language model.
“Is DeepSeek an alternate universe that bodes terribly for Nvidia’s pricing down the road? Hey, anything’s possible,” he said. “But if you had to design the most punitive way to bring down the price of this great stock, you’d invent something like DeepSeek.”
Earlier this week, investors were stunned to find out DeepSeek developed an AI model that it said cost $6 million to make — significantly less than what its peers spend on such programs. The company also claimed that the model could outperform that of industry favorite OpenAI. Wall Street concluded Big Tech may not need to spend as much money on highly-advanced chips from Nvidia, which until now seemed like the only option for companies looking to dominate in the AI world. Worries of lower earnings sent Nvidia shares plummeting, with the stock losing nearly $600 billion in one session, the largest single-day drop in market history.
Cramer conceded that investors’ response is logical if DeepSeek’s model actually cost so little to make, forcing Nvidia to bring down prices. But he said there’s a possibility that DeepSeek spent more on its program than investors believe, referencing a new report from SemiAnalysis, a semiconductor research and consulting firm. SemiAnalysis suggested the way DeepSeek framed the development of the new model is misleading, saying the company could have actually spent more than $500 million.
Cramer was also skeptical that executives at tech giants like Meta, Tesla and Oracle would have invested so much money in Nvidia without performing proper due diligence. DeepSeek wasn’t a secret, he continued, it just received a lot of attention this week.
“I think the SemiAnalysis piece is spot on,” he said. “It may just be one more long knife aimed at Nvidia, and nothing more.”
Nvidia declined to comment. DeepSeek did not immediately respond to request for comment.
Sign up now for the CNBC Investing Club to follow Jim Cramer’s every move in the market.
Disclaimer The CNBC Investing Club Charitable Trust holds shares of Nvidia and Meta.
Questions for Cramer?
Call Cramer: 1-800-743-CNBCWant to take a deep dive into Cramer’s world? Hit him up!
Mad Money Twitter – Jim Cramer Twitter – Facebook – InstagramQuestions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com
In a recent segment on CNBC’s Mad Money, host Jim Cramer discussed the potential threat that DeepSeek, a rising competitor in the semiconductor industry, poses to Nvidia. Despite some concerns in the market about DeepSeek’s potential impact on Nvidia’s market share, Cramer believes that the threat may not be as serious as some investors fear.Cramer pointed out that while DeepSeek has been making strides in developing innovative technologies, Nvidia still holds a dominant position in the market with its strong product portfolio and established customer base. He also noted that Nvidia has a track record of successfully navigating competition in the past and adapting to changing market dynamics.
Cramer emphasized that while it’s important for investors to keep an eye on emerging competitors like DeepSeek, he believes that Nvidia’s competitive advantages and leadership in the industry will help mitigate any potential threats. He advised investors to focus on the long-term outlook for Nvidia and not to overreact to short-term market fluctuations.
Overall, Cramer’s analysis suggests that while DeepSeek may pose a challenge to Nvidia, it may not be as serious as some investors fear. As always, it’s important for investors to conduct their own research and make informed decisions based on their individual risk tolerance and investment goals.
Tags:
- DeepSeek
- Nvidia
- Jim Cramer
- Technology
- Competition
- Threat
- Market Analysis
- Stock Market
- Investment
- Semiconductor Industry
#DeepSeeks #threat #Nvidia #Jim #Cramer
DeepSeek’s AI launch is a ‘wake-up call,’ Appian CEO says
Appian (APPN) Founder and CEO Matt Calkins joins Market Domination to analyze the implications of the latest AI model from Chinese startup DeepSeek for the artificial intelligence sector.
“The war for AI is gonna be an asymmetric war between the US and China and anybody else who gets involved. And the things that make us strong are not the same that’s gonna make China strong,” he tells Yahoo Finance, emphasizing that the US should pursue its own path rather than trying to “match” China’s approach.
Calkins advocates for establishing a “national regulatory framework” that safeguards privacy, copyright, and individual rights for Americans. He argues this would position the US for success in the AI space. He believes such a framework must first identify what data is being used while understanding the true sources of AI’s value.
“This DeepSeek announcement is a wake-up call. Everybody thought they knew where the value came from,” the Appian chief executive states, adding, “And I would expect a bunch more surprises to come,” comparing DeepSeek’s market entry to OpenAI’s impact on the industry.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here.
This post was written by Angel Smith
DeepSeek’s AI launch is a ‘wake-up call,’ Appian CEO saysThe recent launch of DeepSeek’s AI technology has sent shockwaves through the industry, prompting Appian CEO Matt Calkins to label it as a ‘wake-up call’ for businesses everywhere.
In a statement released today, Calkins expressed his belief that DeepSeek’s AI capabilities have the potential to revolutionize the way companies approach their operations. He emphasized the need for organizations to embrace AI technology in order to stay ahead of the competition and adapt to the rapidly changing business landscape.
Calkins also highlighted the importance of investing in cutting-edge AI solutions, stating that companies that fail to do so risk falling behind and losing their competitive edge.
DeepSeek’s AI launch has certainly caught the attention of industry leaders like Calkins, who see it as a game-changer that will shape the future of business. As more companies begin to explore the possibilities of AI technology, it’s clear that the time to embrace this new era of innovation is now.
Tags:
DeepSeek AI, Appian CEO, wake-up call, artificial intelligence, technology, innovation, machine learning, digital transformation, future of AI, DeepSeek technology, Appian news, tech industry, AI launch, Appian CEO perspective
#DeepSeeks #launch #wakeup #call #Appian #CEO
