CNBC's Jim Cramer questions the veracity of DeepSeek's claims about its low-cost AI model, suggesting the Chinese startup might be exaggerating its financial transparency.
CNBC's Jim Cramer expressed skepticism on Friday about the potential threat posed by DeepSeek, a Chinese artificial intelligence startup, to Nvidia 's sales. While investors this week feared DeepSeek's low-cost AI model could disrupt Nvidia 's dominance in the chip market, Cramer suggested that the company might not have fully disclosed its expenses.
He pointed to a recent report by SemiAnalysis, a semiconductor research and consulting firm, which questioned the accuracy of DeepSeek's financial claims. Cramer acknowledged the logical investor concern: if DeepSeek's model truly cost only $6 million to develop, as the company claimed, it could force Nvidia to lower prices. However, he argued that DeepSeek might have incurred higher costs than publicly acknowledged. He cited SemiAnalysis's analysis, which suggested that DeepSeek's portrayal of its model development was misleading and potentially aimed at damaging Nvidia's reputation.Cramer also noted that DeepSeek, while not entirely unknown, received significant attention this week due to its claims. He believed the SemiAnalysis report accurately captured the situation, stating it might just be another attempt to undermine Nvidia. He emphasized that investors should exercise caution and conduct thorough due diligence before making investment decisions based solely on DeepSeek's claims
Deepseek Nvidia AI Semiconductor Jim Cramer
United States Latest News, United States Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Jim Cramer Doubts DeepSeek's Ability to Threaten Nvidia's Market ShareCNBC's Jim Cramer casts doubt on the potential threat of DeepSeek, a Chinese AI startup, to Nvidia's dominance in the AI chip market. Cramer suggests that DeepSeek's claims of developing a powerful AI model at a significantly lower cost might be misleading.
Read more »
Jim Cramer: DeepSeek Might Not Be The Nvidia Threat Investors FearCNBC's Jim Cramer suggests that Chinese AI startup DeepSeek's claims of a low-cost, high-performing AI model may be misleading. He cites a report from SemiAnalysis, a semiconductor research firm, that questions DeepSeek's cost transparency and suggests their claims could be exaggerated.
Read more »
Jim Cramer Downplays DeepSeek Threat to Nvidia, Citing Possible Misleading ClaimsCNBC's Jim Cramer expresses doubts about DeepSeek's potential to significantly impact Nvidia's sales, suggesting the Chinese AI startup may have exaggerated its model's development costs and capabilities. He cites a report from SemiAnalysis that raises concerns about DeepSeek's transparency.
Read more »
DeepSeek's threat to Nvidia's earnings may not be so serious, Jim Cramer saysCNBC’s Jim Cramer on Friday told investors DeepSeek might not pose as serious a threat to Nvidia’s sales as many investors feared this week.
Read more »
Jim Cramer: Nvidia Sell-Off May Have Been Overblown Amid DeepSeek AI HypeCNBC's Jim Cramer weighs in on the market reaction to AI startup DeepSeek, suggesting Nvidia's sell-off may have been excessive. He advises investors to remain cautious during periods of uncertainty and highlights the potential for both opportunities and risks presented by DeepSeek's emergence in the AI landscape.
Read more »
Jim Cramer: Nvidia Investors Overreacted to DeepSeek AI NewsCNBC's Jim Cramer weighs in on the market's reaction to the emergence of DeepSeek, a new AI startup that has sparked concerns about Nvidia's future.
Read more »