PremiumGoldman Asks If China's DeepSeek is AI's Sputnik Moment
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With futures sliding, and NVDA down as much as 5% in overnight trading amid fears the AI market in its existing form is now over...
... we present some thoughts from Goldman trader Jia Wen Tuea on the topic which everyone is talking about this weekend: is the (extremely) cheaper Chinese DeepSeek response to chatGPT is AI's Spitnik Moment...