Nvidia's $600 Billion Wipeout: Is the AI Boom Crashing?

GuruFocus.com00:56

Nvidia (NASDAQ:NVDA) is taking a hit. The stock has dropped 20% over the past seven sessions, slipping another 2.5% on Monday and testing its lowest level since September 2024. It's now down over 23% ...

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It's now down over 23% ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidias-600-billion-wipeout-ai-165602150.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's $600 Billion Wipeout: Is the AI Boom Crashing?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's $600 Billion Wipeout: Is the AI Boom Crashing?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-04 00:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidias-600-billion-wipeout-ai-165602150.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) is taking a hit. The stock has dropped 20% over the past seven sessions, slipping another 2.5% on Monday and testing its lowest level since September 2024. It's now down over 23% ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidias-600-billion-wipeout-ai-165602150.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://finance.yahoo.com/news/nvidias-600-billion-wipeout-ai-165602150.html","article_id":"2508123245","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2508123245","pubTimestamp":1738601762,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Nvidia  is taking a hit. The stock has dropped 20% over the past seven sessions, slipping another 2.5% on Monday and testing its lowest level since September 2024. It's now down over 23% from its 52-week high, wiping out around $600 billion in market cap. The sell-off raises a big question: is this just a temporary shakeout, or is the AI bubble starting to deflate?A major curveball came from China's DeepSeek AI model, which was reportedly trained for under $6 million using older Nvidia chips. If true, it means cutting-edge AI doesn't necessarily need the latest and most expensive hardwarea potential game-changer for the industry. Meanwhile, Microsoft and OpenAI are investigating whether DeepSeek got a little too creative in its data sourcing. At the same time, Alibaba has jumped into the mix with its own AI model, adding to the competitive heat. 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The sell-off raises a big question: is this just a temporary shakeout, or is the AI bubble starting to deflate?\nA major curveball came from China's DeepSeek AI model, which was reportedly trained for under $6 million using older Nvidia chips. If true, it means cutting-edge AI doesn't necessarily need the latest and most expensive hardwarea potential game-changer for the industry. Meanwhile, Microsoft and OpenAI are investigating whether DeepSeek got a little too creative in its data sourcing. At the same time, Alibaba has jumped into the mix with its own AI model, adding to the competitive heat. Throw in Trump's proposed tariffs on China, and Nvidia may have even more to worry about as many may start looking for alternative chip suppliers.\n\nWarning! GuruFocus has detected 3 Warning Signs with NVDA.\n\nRight now, sentiment is shifting fast. Rivals like Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) are gaining ground, and China is racing to build its own semiconductor dominance. Nvidia's grip on the AI market isn't gonebut investors should be watching closely to see whether this is just turbulence or the start of something bigger.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2508123245"}