DeepSeek sparked a market panic — but some think the sell-off is overblown

元記事はこちら

DeepSeek sparked a market panic - but some think the sell-off is overblown

• Chinese startup DeepSeek triggered panic among investors in top Al companies like Nvidia.

• DeepSeek claims to have built Al that rivals OpenAl's o1 but with less compute.

• That could mean lower demand for Al chips, but some analysts and Al leaders don't agree.

• 日本語訳（Notion AI訳文）

• 単語

• 台本①

• 台本②

Day2

Did the market overreact?

That's the question tech investors are asking after they got walloped on Monday when Chinese Al lab DeepSeek shocked markets with a model that runs on fewer, less advanced chips - wiping out $1 trillion in stocks.

Trillions were expected to be spent on Al infrastructure, but DeepSeek's breakthrough challenged that assumption.

• 日本語訳（NotionAI作成）
• 単語
• 台本/板書

※ 訳文と単語はNotionAIによるもので、動画内の解説と異なる部分があります。