Nvidia loses a record amount of $ 400,000 million per Depseek

Before the presentation by the emerging Chinese company “Deepseek” of a new low -cost artificial intelligence modelthe technological sector received a strong blow to the stock exchange generating record falls as in the case of Nvidia with more than $ 400,000 million dollars. The giant of the microprocessors who at the time led the market as one of the most sought -after companies in the world, this Monday, January 27, he was threatened with Depseek’s emergebut with a cost of $ 5.6 million, which caught the attention of investors since it is less than the billions of dollars than US companies invest in artificial intelligence. For Oliver Blackbourn, portfolio manager in the Janus Henderson multi -active team “the appearance of a potentially more efficient approach in AI processing questions the need for billions of dollars of investment planned in infrastructure and intellectual property.” While David Bahnsen, Investment Director of the Bahnsen Group commented that “which makes the massive sale of technology this Monday so discordant is that the valuations of many of these AI companies and technology do not offer margin of error. Excessive assessment always becomes a problem over timebut fundamental news becomes a major problem when combined with excessive assessment, ”Insider told Business. For their part, the markets in general were presented downward, for the operations of this Monday the S&P 500 fell 1.4%, the Nasdaq collapsed 2.3%and the Dow Jones until the moments did not record changes. Blackbourn says that “being more exposed than ever to stock markets, There is a danger that wider negative feedback loops are generated if a loss of trust occurs”, He mentioned to El País. Continue reading: –Jeff Bezos brothers invested $ 10,000 in Amazon in 1996: How much money is today?–I collapse in the Stock Exchange after the announcement of the Fed on interest cuts cuts–What are the 10 richest families in the world and where does their fortune come from (Tagstotranslate) Stock Exchange (T) NVIDIA

Nvidia has lost 400,000 million in market value. The lace has been given by China Depseek

It is the news of the day. And, perhaps, of the week. The model of artificial intelligence (AI) Open Source Deepseek R1 is causing an earthquake in American technology. And is doing it Due to its open nature. However, your business model is not the only thing that It represents a threat For AI and US semiconductor companies. The most surprising thing is that the infrastructure that Deepseek is relatively modest. To understand with some precision what we are talking about we are interested H100 of Nvidia. The company led by Jensen Huang He is already delivering The first units of his successor, the platform B200as expected, on paper is even more powerful. However, sanctions approved by the US government prevent Nvidia from selling to Your Chinese clients are GPU. Here largely resides the Deepseek rupturist capacity Deepseek’s efficiency and his open nature are convulsing Silicon Valley Chinese companies that are dedicated to developing and training AI models have not been another option to exacerbate ingenuity. We know that many of them continue to buy the most advanced GPUs in NVIDIA through intermediaries and in parallel markets, but possibly they are not doing so in the amounts they need. If we stick to Deepseek according to Financial Times The infrastructure used to train this agglutin model 2,048 chips H800 of Nvidia. And training with 671,000 million parameters has cost 5.6 million dollars. These figures are very restrained. In fact, if they really are reliable, and they seem to be, they would put an unappealable fact on the table: Depseek engineers would have managed to point An extremely competitive AI model with very lower costs than those needed by Openai and Google to develop a model of comparable AI. The H800 GPU is largely responsible for this circumstance. And it is because it was Nvidia’s response to the prohibitions of the administration led by Joe Biden. Nvidia engineers chose to cut the benefits of the H100 GPU with the purpose that the Commerce Department would allow them to sell it in China When the US government prohibited Jensen Huang’s company from giving its Chinese clients its most powerful GPU at that time, the H100 chip, Nvidia engineers chose to cut their benefits with the purpose that the Department of Commerce allowed them to sell it In China. The result was precisely the H800 GPU, which is nothing other than a simplified review, and, therefore, less powerful of the H100 chip. Everything was complicated again on November 16, 2023. And that day the US government approved New sanctions to China that, among other prohibitions, they prevented Nvidia The H800 GPU. Presumably at that time Depseek engineers already had in their hands the H800 chips they needed, although Some analysts defend that, in reality, its infrastructure brings together 50,000 GPU H100 bought through intermediaries. If so, it is evident that the tension held by the US and China would prevent Depseek from recognizing that thousands of illegal chips have in its possession. Whatever the truth is that NVIDIA QuotationMicrosoft, ASML and other large technology companies are falling in a very pronounced way. In fact, the company led by Jensen Huang has lost 400,000 million in market value Given the possibility that Deepseek demonstrates that to put a vanguard IA model, it is not necessary to resort to the most powerful GPUs of NVIDIA or other companies. If this has really been trained only with 2,048 chips H800 OpenAi, Google and other companies will crack. And this industry will give optimization and efficiency the importance they have. We will see what happens finally. Image | Nvidia More information | Financial Times In Xataka | China is closely monitoring the United States movement with Stargate. And your answer has already prepared

NVIDIA postpones Tesla’s great promise to the next decade

Autonomous driving. That eternal promise that is supposedly worth billions of euros, that we are always brushing with our fingers and that, in the end, never seems to arrive. The last to express their doubts have been those responsible for NVIDIA. “It’s super difficult”. The words are from Ali Kani, head of NVIDIA’s automotive division, who spoke with the magazine Coach about the future of autonomous driving. “It’s something typical of the next decade. We are not close. It is super difficult,” Kani assured journalists. The question referred to “truly autonomous cars” of which the head of NVIDIA. It is clear that “we will not see them in this decade.” Kani pointed out that cars currently do not have the power or the technology necessary to implement autonomous driving in the short term. A new way of working. Regarding how they work at NVIDIA, Kani assures that what they are doing “is very different” from what they did a year ago. He assures that they are “working on large language models such as GPT Chat with video.” And he emphasizes: “no one was doing this three years ago.” The problems. Basically, we do not have enough computing power to guarantee autonomous driving in the short term. “This type of model needs a lot more computing power, a lot more memory bandwidth. You need more LiDAR sensors and radars, redundant algorithms to make sure it’s safe. All of that has to work in parallel, which means more computing.” Furthermore, NVIDIA is clear that it is not just a matter of raw power. It’s also about giving a good image to potential customers and showing that you can travel safely. “The industry needs to go slow with this. If one company makes a mistake, the entire industry is set back a few years. So we have to act in the most responsible and don’t take any shortcuts. You can only do it when you have proven that it is really safe,” concludes Kani. A different approach. If we take what NVIDIA claims as a reference, the company works in a completely different way than Tesla tries to do. Technology makes it clear that radars and LiDAR sensors continue to be essential, components that Tesla wants to eliminate to trust everything to the use of cameras and recorded images. What Elon Musk’s company defends is that It has a huge fleet of vehicles already on the streets and that everything recorded by them allows their algorithms to learn faster than the competition. They hope, therefore, to spend less money and time to go beyond where Waymo or Cruise have gone. In 2027. The perspectives that come to us from NVIDIA are also very different from the promises that Elon Musk has made about his Tesla Cybercab. According to the owner of Tesla, his fully autonomous cars should be on the streets in 2027 despite his claims “Be unoptimistic with deadlines”. Then he said that next year he will be manufacturing his robotaxis. A promise that, as on so many other occasions, doesn’t seem too realistic. However, Musk is confident in his approach to Donald Trump to open the hand with the tests of autonomous vehicles and deploy their services more quickly. The eternal promise. The truth is, whether we’re talking about Tesla or any other company, the promise of the fully autonomous car always seems to be about to arrive. And it never seems to end. Waymo keeps going but Cruise has fallen by the wayside and has joined a long list of failed attempts. The truth is that Cruise has managed to launch the service in limited spaces but it is also true that the behavior of its cars it was easy to manipulate and who has lived in a eternal controversy of accidents and encounters with San Francisco emergency services. During all this time, Tesla has not managed to make its Autopilot a truly autonomous service and requires human attention. Ford’s BlueCruise also needs it, although in this case can be driven without hands on previously mapped roads. Mercedes does not require it but your system is limited to very specific circumstances. And a bag of millions. Despite everything, there are billions at stake with autonomous driving. Or that’s what they promise us. One of the most optimistic forecasts is that of Tasha Keeney, director of investment analysis at ARK, who quantified in one of his analyzes collected by The Wall Street Journal The value of a robotaxis service like the one Tesla is looking for could account for 60% of the company’s income in 2029 and raise its valuation to $800 billion. Photo | tesla In Xataka | Tesla promises a robotaxi without a steering wheel in 2026. General Motors already tried it with Origin and canceled its project this same year

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.