China’s DeepSeek AI Shakes Up the Game
BY Michael Spencer and Judy Lin 林昭儀 Stock market impact, Nvidia falls, Implication on US Dominance, Nvidia and TSMC. Deep dive on founder, researchers, & other details. This week I am collecting thoughts on DeepSeek, the AI story of the year in 2025 so far. Today we feature a great piece by Judy Lin. She’s able to tease out details and connections about DeepSeek not available to most western audiences. The emergence of DeepSeek, a Chinese AI startup, has significantly disrupted the market dynamics for Nvidia, a leading player in the AI chip industry, including power companies that are most exposed to the tech sector’s data center boom including the likes of Constellation, Vistra and GE Vernova. For the investors among you, take note. 🔥 AI Chips and Datacenter Energy Stocks Plunge Nvidia: down 16.86% Monday NVDA 0.02%↑ Constellation: down 20.85% Monday CEG 0.00%↑ Vista: down 28.27% Monday VST 0.25%↑ GE Vernova: down 21.52% Monday GEV 0.00%↑ The NASDAQ was hit hard as a whole with o...