NVIDIA on Monday is just a taste for what the United States markets – The Black Swan Nassim Taleb
The author of Swan Black Nassim Taleb warns of investors of future setbacks. He referred to the zebra on Monday in Nvidia Corp. Stressing that the reverse reaction was just a taste of what was a store for investors who have accumulated blindly to the arrows that AI moved in Wall Street.
According to Nassim Taleb, the future declines may be twice or three times more than decrease by 17 % Nafidia Experienced.
The author of “The Black Swan” Nassim Talebs warns that the sales process on Monday in NVIDIA is just a taste of what is in the store https://t.co/kwcdjf4g4N
Bloomberg Markets (Markets) January 28, 2025
It is worth noting that the price of NVIDIA He falls Yesterday, his most disappointing day celebrated in Wall Street since March 2020. The chips maker’s evaluation was reduced by $ 589 billion as a result of this decline. It also contributed to the low technology market.
In an interview after the market was closed on Monday, the author said, “This is the beginning […] The beginning of people amending reality. Because now they realize, now, it is no longer without defects. You have a small slice on the glass. “
Why did Amnesty International shares decreased
According to Nassim Taleb, investors have been installed on the idea that the company’s shares will continue to rise because they remain a pioneer in artificial intelligence. He said that the decline on Monday was very little, due to the dangers of work.
In addition, Nassim Taleb said that many buyers are driving the prosecution prices without really understanding how they work or whether they will succeed. He called on technology companies “Gray Swans” because buyers do not realize how much their prices can change in only one day.
It is worth noting that the accident struck the other senior players strongly. Google Parent Alphabet and Microsoft also witnessed a 4 % and 2 % decrease. Micron and ARM holdings decreased by more than 11 % and 10 %, while advanced micro -devices (AMD) and Broadcom witnessed 6 % and 17 % larger decreases.
AI, such as Constellation Energy and Visstra, have witnessed large losses of 20 % and 28 %, respectively.
The United States was not the only affected. European chip giants ASML and ASM International witnessed sharp declines during trading hours, while in Asia, Japanese chip makers such as Advantest and Tokyo Electron told huge losses.
How does China differ from artificial intelligence from American artificial intelligence?
There was only one fear when it came to artificial intelligence stocks: excessive spending. Deepseek, AI has shown its start -up that it can build technology at a lower cost. This is new.
This is how. Openai was founded 10 years ago, has 4,500 employees, and raised $ 6.6 billion in capital. Dibsic was founded less than two years ago, has 200 employees, and was developed at less than 10 million dollars.
In their search sheet, Deepseek engineers mentioned that they used about 2000 NVIDIA H800 chips, which are not the latest technology, to train their model. The team also used many special models that work together to help slow data analyze better.
Liang WinfingThe CEO of Depsic, said, “Reproduction alone is relatively cheap on the basis of public papers and an open source symbol. Minimum training or even precise control It is enough. However, research includes extensive experiences, comparisons, mathematical requirements and higher talent. “
Deepseek search paper indicates that advanced chips may not be necessary to make effective models of artificial intelligence or that Chinese companies can still get enough chips. It may also be a mixture of both reasons.
The rise of the artificial intelligence company in China makes the US government to reconsider its approach to limiting the progress of artificial intelligence in China by controlling the sale of advanced computer chips.
Cryptopolitan Academy: Free Web3 cheating paper – Download now
