In the middle of NVIDIA and Cherine Aly Alections, higher analysts predict a higher request than the infrastructure intelligence despite market tensions: “The market exaggerates the success reaction of Deepseek” – Microsoft (Nasdaq: MSFT), Meta platforms (Nasdaq: Meta)

Nafidia Company Nvda On Monday witnessed a great investor concern after the emergence DibsicA company of Chinese artificial intelligence. Despite the market reaction, a senior analyst notes that the demand for Amnesty International’s infrastructure will continue to rise.

What happened: Deepwateer Asset Management’s Administrative partner, Jane Monster Take to xpreviously twitterHe said, “I think the market exaggerates the reaction of Dibsic’s success.”

He suggested that Deepseek’s achievement most likely reflects progress in architecture, but he indicated that its influence is still inaccurate. “It is not clear whether it is 5 % improvement or 500 %,” said Monster.

Monster also referred to an angle that was ignored in the conversation: “What is missed today is if there is a more efficient way to train models, it may increase the level of investment to build the Amnesty International infrastructure given the possibilities of access to artificial general intelligence more realistic.”

See also: The biggest fear of Jensen Huang is not a competition for Amnesty International-it’s before the show: How the most amazing Silicon Valley leaders such as Mark Zuckerberg and Elon Musk are thrown in the stage

The analyst said that the market will remain ready until profit reports from major technology companies such as Microsoft Corporation Msftand Meta Platforms Inc. DeadAnd Tesla Inc. Timing.

NVIDIA profits are expected to be on February 26, focusing on typical training costs.

In a paper published last month, Deepseek researchers revealed that training Deepseek-V3 User model Nvidia’s H800 Frames, with costs totaling less than $ 6 million.

Why do it matter: On Monday, NVIDIA also confessed to the typical Deepseek performance, stressing the continuous demand for its advanced chips.

“Dibsic’s work shows how new models can be created using this technology, and take advantage of the available models on a large scale and the account that fully corresponds to export control,” the company said.

Dibsic R1 The model, described as a Chatgpt Fight, the performance excelled Openai With costs significantly decreased.

NVIDIA arrowed from the moving average for 200 days for the first time in two years, representing a historical technology reset. The company lost about 600 billion dollars in the market value, as it set a record for the largest one -day loss in the history of the stock market in the United States.

Price work: During the normal hours on Monday, NVIDIA shares fell about 17 % to $ 118.58. However, in post -working hours trading, stocks witnessed a profit of 1.35 %, according to what she said Data from Benzinga Pro.

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Slip: This content was partially produced with the help of Benzinga Neuro It was reviewed and published by Benzinga editors.