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*****Nvidia lost 600 billion market cap in one day******


DonnyStrumpet

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  • DonnyStrumpet changed the title to *****Nvidia lost 600 billion in one day******
  • DonnyStrumpet changed the title to *****Nvidia lost 600 billion market cap in one day******

The cost of Deepseek is what killed NVDA today

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  On 1/27/2025 at 9:47 PM, Deadp0ol2 said:

The cost of Deepseek is what killed NVDA today

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Yes. I don’t think it will recover anytime soon.
It might stabilize after losing another 300 billion dollars market cap is next week or so. 

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  On 1/27/2025 at 9:47 PM, Deadp0ol2 said:

The cost of Deepseek is what killed NVDA today

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But they used NVDA and we are not sure what their valuation is, even though they claim it to be 6 million. Also, they have already restricted users to China for those who have a China phone number. We will learn more things soon than come to a quick conclusion immediately.

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  On 1/27/2025 at 9:57 PM, Balibabu said:

But they used NVDA and we are not sure what their valuation is, even though they claim it to be 6 million. Also, they have already restricted users to China for those who have a China phone number. We will learn more things soon than come to a quick conclusion immediately.

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Ballibabu.. NVDA koneyamantava?

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  On 1/27/2025 at 9:11 PM, DonnyStrumpet said:

Biggest ever single day market cap loss in history. It won’t recover anytime soon. Assuming it will even recover. 

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Wrong

 

It will recover

 

Nvidia digits(retail at $3k) will enable running deepseek, the one from byte dance and kimi(new kid on the block) without distilling aka worse less precision models

 

Nvidia digits will have lot of memory bandwidth needed for inference

 

Lot of new models will be released whose inferencing needs will be mostly met by Nvidia hopper, blackwell and digit

 

Personally, i feel this is overreaction


On the other hand, apple stock will go up because the ultra models enable running the models albeit at lower tps

 

 

 

 

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