

CNBC Jim Cramer Friday NvidiaSales are sales as many investors feared this week, saying that the startup of Chinese artificial intelligence may not have told Wall Street the complete history of its large language model.
“Is Deepseek an alternative universe that augurs terribly for Nvidia prices on the road? Hey, anything is possible,” he said. “But if you had to design the most punitive way to lower the price of this big stock, you would invent something like Deepseek.”
Earlier this week, investors were amazed to discover that Deepseek developed an AI model which, according to him, cost $ 6 million to do – much less than his peers spend for such programs. The company also said that the model could surpass that of the favorite OpenAi in the industry. Wall Street concluded that Big Tech may not need to spend so much money for very advanced chips from Nvidia, which until now seemed to be the only option for companies that seek to dominate in the world of AI. Worries of lower profits sent Nvidia actions in fall, the losing stock Nearly $ 600 billion In a session, the biggest drop in a day in market history.
Cramer conceded that investors’ response is logical if the Deepseek model was so little to do, forcing Nvidia to reduce prices. But he said that it was possible that Deepseek spent more on his program than investors think, referring to a new report Semianalysis, a semiconductor research and advice company. Semianalysis has suggested the way Deepseek supervised the development of the new model is misleadingSaying that the company could have spent more than $ 500 million.
Cramer was also skeptical that the leaders of Tech Giants as Meta,, Tesla And Oracle would have invested as much money in Nvidia without showing reasonable diligence. Deepseek was no secret, he continued, he received a lot of attention this week.
“I think the semiianalysis piece is perfect,” he said. “It is perhaps a other long knife intended for Nvidia, and nothing more.”
Nvidia refused to comment. Deepseek did not immediately respond to the request for comments.


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