Closing Bell: The Deep Sink 1/27/25
Closing Bell
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Navigating AI Competition and Semiconductor Dynamics
This chapter explores the evolving competitive dynamics in artificial intelligence and semiconductor technologies, emphasizing the emergence of DeepSeek and its effects on major players like OpenAI and NVIDIA. It delves into market implications, geopolitical concerns, and the challenges NVIDIA faces amidst rising competition and valuation anxieties.
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