{"id":20892,"date":"2025-01-27T19:22:32","date_gmt":"2025-01-27T20:22:32","guid":{"rendered":"http:\/\/medexperts.pro\/?p=20892"},"modified":"2025-01-27T20:34:44","modified_gmt":"2025-01-27T20:34:44","slug":"nvidia-reels-after-deepseeks-a-i-breakthrough","status":"publish","type":"post","link":"https:\/\/medexperts.pro\/?p=20892","title":{"rendered":"Nvidia Reels After DeepSeek\u2019s A.I. Breakthrough"},"content":{"rendered":"
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The tech industry has had an insatiable appetite for Nvidia\u2019s chips over the last two years. But the feast may be over sooner than many had expected.<\/p>\n

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Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world\u2019s artificial intelligence boom, has been dealt a tough reality check by a small Chinese company that showed it could do more with less of what Nvidia makes.<\/p>\n

On Monday, shares of Nvidia plunged more than 16 percent after the company, called DeepSeek, showed that it could train a cutting-edge A.I. system with a fraction of the Nvidia chips that had been used in the past by OpenAI, the maker of ChatGPT.<\/p>\n

DeepSeek\u2019s release challenged a tech industry consensus that in order to build bigger and better A.I. systems, companies would have to spend billions and billions of dollars on new data centers. At the center of those data centers would be the one thing that, perhaps until now, no A.I project could do without: a huge cache of Nvidia\u2019s chips.<\/p>\n

The Silicon Valley company, by some estimates, controls 90 percent of the market for specialized chips used to build A.I. systems. It has had a remarkable run since OpenAI released ChatGPT in late 2022. Over the past two calendar years, Nvidia\u2019s revenue has jumped more than 200 percent to $126 billion, while the total value of the company has rocketed 700 percent as of Friday\u2019 market close, peaking at $3.62 trillion in November.<\/p>\n<\/div>\n<\/div>\n

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But DeepSeek\u2019s apparent breakthrough has shown that the appetite for Nvidia\u2019s chips may not be as limitless as some had imagined just a week ago. While Nvidia is still in an enviable position \u2014 there is little competition for its A.I. chips \u2014 the companies that have been buying its technology could slow down their spending.<\/p>\n

\u201cBefore, A.I. was bigger, better, faster. Bigger chips equal bigger A.I. capabilities,\u201d said Patrick Moorhead, chief executive of Moor Insights & Strategy, a tech and semiconductor research firm. \u201cBut this was so quick it raises questions about how long that is true for Nvidia and whether people will need as many of its chips in the future.\u201d<\/p>\n

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The tech industry has had an insatiable appetite for Nvidia\u2019s chips over the last two years. But the feast may be over sooner than many had expected.Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world\u2019s artificial intelligence boom, has been dealt a tough reality check by a small Chinese company that showed it could do more with less of what Nvidia makes.On Monday, shares of Nvidia plunged more than 16 percent after the company, called DeepSeek, showed that it could train a cutting-edge A.I. system with a fraction of the Nvidia chips that had been used in the past by OpenAI, the maker of ChatGPT.DeepSeek\u2019s release challenged a tech industry consensus that in order to build bigger and better A.I. systems, companies would have to spend billions and billions of dollars on new data centers. At the center of those data centers would be the one thing that, perhaps until now, no A.I project could do without: a huge cache of Nvidia\u2019s chips.The Silicon Valley company, by some estimates, controls 90 percent of the market for specialized chips used to build A.I. systems. It has had a remarkable run since OpenAI released ChatGPT in late 2022. Over the past two calendar years, Nvidia\u2019s revenue has jumped more than 200 percent to $126 billion, while the total value of the company has rocketed 700 percent as of Friday\u2019 market close, peaking at $3.62 trillion in November.But DeepSeek\u2019s apparent breakthrough has shown that the appetite for Nvidia\u2019s chips may not be as limitless as some had imagined just a week ago. While Nvidia is still in an enviable position \u2014 there is little competition for its A.I. chips \u2014 the companies that have been buying its technology could slow down their spending.\u201cBefore, A.I. was bigger, better, faster. Bigger chips equal bigger A.I. capabilities,\u201d said Patrick Moorhead, chief executive of Moor Insights & Strategy, a tech and semiconductor research firm. \u201cBut this was so quick it raises questions about how long that is true for Nvidia and whether people will need as many of its chips in the future.\u201dWe are having trouble retrieving the article content.Please enable JavaScript in your browser settings.Thank you for your patience while we verify access. If you are in Reader mode please exit and\u00a0log into\u00a0your Times account, or\u00a0subscribe\u00a0for all of The Times.Thank you for your patience while we verify access.Already a subscriber?\u00a0Log in.Want all of The Times?\u00a0Subscribe.<\/p>\n","protected":false},"author":1,"featured_media":20894,"comment_status":"close","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-20892","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/medexperts.pro\/index.php?rest_route=\/wp\/v2\/posts\/20892","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/medexperts.pro\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/medexperts.pro\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/medexperts.pro\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/medexperts.pro\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=20892"}],"version-history":[{"count":2,"href":"https:\/\/medexperts.pro\/index.php?rest_route=\/wp\/v2\/posts\/20892\/revisions"}],"predecessor-version":[{"id":20895,"href":"https:\/\/medexperts.pro\/index.php?rest_route=\/wp\/v2\/posts\/20892\/revisions\/20895"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/medexperts.pro\/index.php?rest_route=\/wp\/v2\/media\/20894"}],"wp:attachment":[{"href":"https:\/\/medexperts.pro\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=20892"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/medexperts.pro\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=20892"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/medexperts.pro\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=20892"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}