Due to the DeepSeek crisis

Due to the DeepSeek crisis, Nvidia's market capitalization lost a whopping $600 billion in a day. In fact, it is a Blacks completion event. For AI semiconductor investors, including Nvidia, it is a "dry sky."

Market movement at this level is a level of volatility that is difficult to see in 2020 and 2008. This proves that the market is taking this situation quite seriously.

In fact, it is expected that there will be a huge change in the AI market after this dip.

1. First of all, it is argued that the AI market could expand rapidly due to the surprising level of cost-effectiveness. If we have only worked hard on expanding the data center through high-end chips so far, "On-Device AI" and AI agents can expand to the consumer market as we have turned to a considerable level of AI even with low computing power.

2. Additionally, Big Tech's AI market strategy will inevitably change significantly as a result of this development. It has no choice but to pursue more cost-effective growth in expanding into better chips with more money.

3. The U.S. shock and response of China's "deep moment" should also be noted. China's Tencent and ByteDance are purchasing the second largest number of Nvidia hopper chips after Maso despite U.S. sanctions. Nvidia's sales to Singapore, which is recognized as a circumvention of China's smuggling path, are rapidly increasing. It is expected that attention should be paid to the Trump administration's sanctions and the possibility of expanding AI investment.