NVIDIA and other actions of IA flea manufacturers bleed on the heels of the new launch of the ALIBABA AI model, with the market capitalization of chips AI seeing similar success in response.
Nvidia’s stock is Down 5.7% todayreducing Nvidia’s shares lowered by almost 18% the year at the start, which marks the worst monthly performance for Nvidia since June 22, according to Yahoo! Finance.
Nvidia recently published Its profit from the fourth quarter for 2024 ending on January 26, declaring income growth from one year to the next of 78% to 39.33 billion dollars for the quarter, beating estimates by the analyst of $ 38.25 billion.
However, even if Nvidia’s profits have exceeded the analyst’s forecasts, the potential impact of in -depth investors concerned investors, who feared that this would reduce the demand for Nvidia chips in the future. However, Nvidia said Deepseek has increased demand for its inference solutions, leaving investors perplexed regarding what could cause the recent fall.
Another concern was the beneficiary margins of Nvidia, which were a little lower than expected. According to Nvidia, it is mainly because they invest massively in the manufacture of their new Blackwell GPUs. Nvidia expects the beneficiary margins to recover from the second half.
A key factor that could have sent a tumbling of NVIDIA actions is The risk of prices placed on Taiwanwhere Nvidia manufactures her ai chips. If these prices are imposed, it could make Nvidia products more expensive to produce and sell, which has an impact on its profitability. There is also uncertainty as to whether the United States will impose additional restrictions or will expand current restrictions. If this happens, this could limit Nvidia’s ability to sell its tokens to Chinese customers, affecting its growth potential, in particular given the importance of China on the world market for semiconductors.
Jim Cramer even commented sarcastically, the “NVIDIA CLOWNSHOW buyers, he has become negative… Now ok”, pointing to the erratic reaction of the Nvidia stock in the middle of all uncertainty.
According to the traces of Nvidia and other IA stocks, the The market capitalization of the Ai and Big Data tokens decreased by almost 5% in the last 24 hours and 9% in the last month. This suggests that, as AI’s actions take a hit, it seems that investors withdraw the Cryptos of AI, fearing that a slowdown in the material development of AI could not catch up with the growth of decentralized AI projects that rely on him (like the NVIDIA GPU).
History protocol (IP) and return (GIVE BACK) have been particularly harshly affected, down 9% and 4% respectively in the last 24 hours. The history protocol and the rendering are likely to be based on NVIDIA GPUs or other high performance GPUs for the processing of visual data, simulations and other AI features. Near the protocol (CLOSE) and the virtual protocol (VIRTUAL), which support GPU applications, built on their platforms, have been even harder, decreasing 6% and 12% respectively.
All things considered, what happens to Nvidia can look like a tsunami, when a sale of sales waves, the entire market takes note, including the crypto. The giant exceeding the profits from the last quarter, it seems that global uncertainty fuels the recent sale, with several tangential cryptocurrencies of the AI which also cut the pinch.