Squawk on the Street Cramer's Morning Take: DeepSeek Panic 1/27/25
4 snips
Jan 27, 2025 The rise of DeepSeek, a cost-effective Chinese language model, sparks debate on the future of AI investments and energy use. Meanwhile, insights into NVIDIA and Broadcom reveal how AI advancements could shape chip demand. Analysts weigh in on investment trends, suggesting Broadcom may offer a more promising opportunity. It's a lively discussion about the shifting landscape of the semiconductor market!
AI Snips
Chapters
Transcript
Episode notes
DeepSeek's Efficiency Challenge
- DeepSeek, a Chinese startup, developed a large language model comparable to ChatGPT at a fraction of the cost.
- This raises questions about the necessity of massive spending on NVIDIA chips and data centers for AI development.
Broadcom Over Nvidia
- If forced to choose an investment, Cramer favors Broadcom over Nvidia.
- Broadcom's business is more diversified than Nvidia's, making it less vulnerable to AI market fluctuations.