{"id":63848,"date":"2025-01-27T10:12:21","date_gmt":"2025-01-27T15:12:21","guid":{"rendered":"https:\/\/www.technologyinvestor.com\/?p=63848"},"modified":"2025-01-27T10:12:21","modified_gmt":"2025-01-27T15:12:21","slug":"big-red-ai-swan-buy-todays-dip","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=63848","title":{"rendered":"Big Red AI Swan.  Buy today\u2019s dip"},"content":{"rendered":"<p style=\"text-align: left;\">China has DeepSeek. It\u2019s better and cheaper to make. It\u2019s also open source and free, for now.<\/p>\n<p style=\"text-align: left;\">Hence it will kill the market for Nvidia chips.<\/p>\n<p style=\"text-align: left;\">Nvidia\u2019s stock will fall through the floor today, maybe 14%. So will all its customers \u2013 Google, Microsoft, Meta \u2013 the erstwhile Magnificent Seven.<\/p>\n<p style=\"text-align: left;\">Panic is Wall Street\u2019s middle name.<\/p>\n<p style=\"text-align: left;\">Today will be Mega Panic.<\/p>\n<p style=\"text-align: left;\">But&#8230;<\/p>\n<p style=\"text-align: left;\">AI\u2019s endearing long-term advantages are not going away because someone in China has figured a way to do AI cheaper.<\/p>\n<p style=\"text-align: left;\">Hello. That\u2019s been the name of the game in computing since Intel introduced the first microprocessor in 1971 with 2,300 transistors.<\/p>\n<p style=\"text-align: left;\">Nvidia&#8217;s latest Blackwell chip has 208 billion.<\/p>\n<p style=\"text-align: left;\">This week\u2019s <em>Economist<\/em> has a big piece:<\/p>\n<p style=\"padding-left: 40px; text-align: left;\"><em>Uncomfortably close<br \/>\n<\/em><strong>Why Chinese AI has stunned the world<br \/>\n<\/strong>DeepSeek\u2019s models are much cheaper and almost as good as American rivals<\/p>\n<p style=\"text-align: left;\">You can read it <strong><a href=\"https:\/\/www.economist.com\/briefing\/2025\/01\/23\/chinas-ai-industry-has-almost-caught-up-with-americas\" target=\"_blank\" rel=\"noopener\">here<\/a>: \u00a0<\/strong><\/p>\n<p style=\"text-align: left;\">I&#8217;ll post more today. &#8212; <em>Harry Newton<\/em><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>China has DeepSeek. It\u2019s better and cheaper to make. It\u2019s also open source and free, for now. Hence it will kill the market for Nvidia chips. Nvidia\u2019s stock will fall through the floor today, maybe 14%. So will all its customers \u2013 Google, Microsoft, Meta \u2013 the erstwhile Magnificent Seven. Panic is Wall Street\u2019s middle [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-63848","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63848","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=63848"}],"version-history":[{"count":1,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63848\/revisions"}],"predecessor-version":[{"id":63850,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/63848\/revisions\/63850"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=63848"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=63848"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=63848"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}