DeepSeek AI Launch Disrupts Market and Technology Sectors

April 5, 2025, 11:20 pm

Two news reports focus on the disruptive entry of DeepSeek’s AI model in both financial and technology sectors. One report details how the US Treasury chief attributed a steep drop in Nvidia shares to the launch of DeepSeek’s model, indicating immediate market repercussions. The other report examines the broader impact on the AI industry, noting that DeepSeek’s innovation is driving a shift from reliance on traditional training data to greater use of compute during inference. Together, the stories underscore the significant real-time impact of DeepSeek’s breakthrough.

techinasia.com / US Treasure Chief blames DeepSeek for market drop

Bessent pointed to the launch of DeepSeek’s AI model earlier this year, which triggered a major drop in Nvidia shares.

venturebeat.com / DeepSeek jolts AI industry: Why AI’s next leap may not come from more data, but more compute at inference

To contextualize DeepSeek’s disruption, let's consider the broader shift in AI being driven by the scarcity of training data.

permalink / 2 stories from 2 sources in 24 days ago #ai #semiconductors #deepseek

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