DeepSeek Continues To Shake The AI Chip Market

Benzinga

AMD's CEO Lisa Su discussed a significant shift in AI computing during the company's earnings call. She highlighted DeepSeek's low-cost AI breakthrough, which enables AI to run with fewer resources and could drive broader adoption. Su believes GPUs will remain essential due to their adaptability, while ASICs will serve niche roles. Despite AMD's strong $7.6 billion revenue, DeepSeek's $5.6 million AI model caused market turbulence, sending NVIDIA's stock down 17% and AMD's nearly 9%. The AI chip market is rapidly evolving, questioning whether industry giants can adapt to this new era of more affordable AI.

Transcript

00:00Is the AI chip market about to be turned upside down?

00:03AMD's CEO Lisa Su just weighed in on a game-changing shift in AI computing.

00:08During AMD's earnings call, CEO Lisa Su highlighted DeepSeek's low-cost AI breakthrough,

00:13proving AI can run with fewer resources, driving broader adoption.

00:17The big question, will GPUs stay dominant or will ASICs take over?

00:22Su believes GPUs will remain essential due to their adaptability,

00:25while ASICs will serve niche roles.

00:27Despite AMD's strong $7.6 billion revenue, DeepSeek's $5.6 million AI model shook the

00:33market, sending Nvidia's stock down 17 percent and AMD's nearly 9 percent.

00:37The AI chip race is shifting fast. Will giants adapt or is a new era of cheaper AI here?

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