The DeepSeek Sell-Off: What Major Analysts Are Saying About Nvidia and a Possible AI Bubble
Wall Street woke up Monday to a surprising artificial intelligence stock sell-off, sparked by the emergence of the Chinese startup DeepSeek. The startup has been generating buzz for reportedly building a competitive AI model at a fraction of the cost that U.S. giants like Meta Platforms and Microsoft are currently investing.
“The AI investment cycle may be over-hyped, and a more efficient future is possible,” wrote JPMorgan analyst Sandeep Deshpande in a note.
Here’s a roundup of what major analysts are saying:
See the Interview That Started the Buzz
Watch CNBC’s full interview with Scale AI founder and CEO Alexandr Wang
Scale AI founder Alexandr Wang shares his insights on the AI landscape in 2025, the ongoing AI arms race between the U.S. and China, the impact of U.S. chip export controls, and the future of AI development. He also discusses the $500 billion Stargate project, AI competition in the U.S., and the balance between DEI (Diversity, Equity, and Inclusion) and “MEI” (Maximizing Efficiency in Innovation) in corporate America.
Become a CNBC Pro subscriber to access the full interview and see why DeepSeek has sparked so much chatter in the AI space.
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