Investors sold technology stocks around the world on Monday when they feared the appearance of a low -cost Chinese artificial intelligence (AI) model would endanger existing AI leaders such as NVIDIA dominance, which silent makers The market value will shake $ 592.7 billion.
Last week, the Chinese Startup Dysc has launched a free AI assistant, which says it uses less data at a section of the current services. Until Monday, the assistant overturned the US rivalry Chattagpt in download from Apple’s App Store.
Due to this, on Monday, Tech Heavy Nice Deck fell 3.1 percent. According to LSEG data, Navidia was the largest drag of Nes Deck, its shares were roaming under 17 pcs and indicating record one -day loss in market capitalization for Wall Street stocks –
On Monday, NVIDIA’s market cap loss was double the last one -day record, which was decided by NVIDIA last September.
The next biggest drag chip maker of Nes Deck was Broadcom Ink, which finished 17.4pc, followed by Chat GPT Baker Microsoft, which fell 2.1PC and then Google Parent Alfbit, which ended with 4.2PC.
Since March 2020, the Philadelphia semiconductor index has infiltrated 9.2pc, and its biggest fall was Marvel Technology, which stumbled on 19.1pc.
After the US equity lack of sales off in Asia, Japan’s soft bank group reduced the group by 8.3pc, and moved to Europe where the ASML fell 7pc.
Brian Jacobson, chief economist at Wisconsin’s Menumoni Falls, said, “If it is true that DiPsic is an idiom that is a ‘better mouse trap’, which has helped operate markets in the past two years AI Can interfere with the story. “
“This means low demand for chips, the model may need less need to build massive layer power generation of fuel, and less than a large -scale data centers.” AIA’s surrounding hype has promoted a huge arrival in equity in the last 18 months, which increases prices and the stock markets have to lift up to a new height.
Like Wednesday, President Donald Trump had raised a rapid increase in US AI stock after announcing a private sector plan, which he said called Star Gate Joint Plan The AI ​​infrastructure will invest $ 500 billion.
Since then, the Softbank has announced a $ 19 billion pledge to help fund the Star Gate project, which includes Chat GPT developer Openi and Oracle, whose shares from 13.8pc on Monday. Have diminished. In his danger, investors searched for safe residential government bonds and currencies.
Benchmark US Treasury’s 10 -year production increased 4.53pc, while Japan’s yen and Swiss France staged a rally against the US dollar.
Deutsche Bank analyst Adren Cox wrote in a research note on Monday that Dupic was sowing the “skeptical seeds for a” great better “approach that has fueled the AI ​​race so far.”
Nevertheless, Cox said that “cheap AI means more AI, with a real -life explosion it becomes available in thousands of shapes on every conceptual device.”
DPSEC ‘SPOTINK MIGHT’
After the first release of the Chinese Chat GPT, the search engine was developed by the David Bedo, the difference between the AI’s capabilities between the US and Chinese firms was widely frustrated in China.
But the clear quality and cost performance of Dipic’s models changed this theory, Silicon Valley’s executives praised the Dipic-V3 and Deep Sek-R1. The Hangzhou Startup behind the Dippec is rarely known, which is the controlling shareholder records, based on the records, is the co -founder of the Hedge Fund High Flyer, Liang Wenning.
Its researchers wrote in an article last month that the DPCC-V3 model, which was launched on January 10, used NVIDIA’s low-capacity H800 chips for training, which spent less than 6 million Million –
According to a post on Deep Sak’s official VChat account, released last week, Deep Sak-R1 is 20 to 50 times cheaper than the Openi O1 model, which depends on the work.
Silicon Valley Venture Capitalist, Mark Anderson, said in a post on X on Sunday that Dipic’s R1 Model was AI’s “Sputnik moment”, referring to the former Soviet Satellite Launch of the Soviet Union. The launch of the space race was marked in the late 1950s.
He said in a separate position, “Deptic R1 is one of the most amazing and impressive developments I have never seen and as an open source, is a deep gift to the world.”
However, Daniel Morgan, a senior portfolio manager of the Snowos Trust Company, who owns about one million Nvidia shares, called Monday’s self -reaction.
Morgan said that since the Dippec’s AI model is to be used on mobile phones and PCs instead of data centers, it is competing with Chat GPT, meta platforms and alphabet Gemini.
“The actual money in AI (NVIDIA), is providing chips for data centers with modern micro devices and broad work choice,” Morgan said. “Overall, I see the AI ​​-tech -off today as an opportunity to add high quality tech shares to weakness.” Nevertheless, Nvidia .4 fell 24.20 to 8 118.42.
Stock, which is now 11.8pc down for the year, increased in 2024 to 171pc and about 239pc in 2023 so that its earnings cost 56 times higher because investors saw the best way to bet on the appearance of AI technology –
In other stocks, vertendo holdings, which produce data center infrastructure, decreased by 29.9pc.
Investors also sold shares of electricity efficacy, which recently increased the hopes of increasing large -scale demand from the hungry data centers needed for AI.
Westra shares fell in 28.3pc, while shares of Bridge Energy decreased by 20.8pc and NRG energy 13.2pc.
