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DeepSeek hit the US AI community and stock market with all the subtlety of a heat seeking intercontinental ballistic missile earlier this month. In all the frenetic freaking out of this disruptive model, here is my reading on how the Big Players would be affected:
Nvidia — Gainer:
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- We have to start with Nvidia, don’t we? After all, it lost $600 billion of value in a single day, a NASDAQ record, it seems. However, I believe this was a colossal knee jerk reaction, as we can see in the recovery then. I posted on this the day before the drop…
