The shares of Nvidia and other AI chipmakers are bleeding on the heels of Alibaba’s new AI model launch, seeing a similar hit in response with the market cap of AI Tokons.
Nvidia is stock Today below 5.7%Sharing NVIDIA about 18% year-to-year, which marks the worst monthly performance for NVIDIA since 22 June. Yahoo! finance,
Recently NVIDIA Published Its Q4 earnings for 2024 ends on 26 January, the year-by-year revenue growth for the quarter 78% $ 39.33 billion reporting, defeating analyst’s estimates of $ 38.25 billion.
However, even though Nvidia’s earnings exceeded the analyst’s forecasts, the potential impacts of Deepsek related investors who were concerned that it could reduce the demand for NVDia’s chips in the future. However, Nvidia said that Deepsek increased the demand for a solution to its estimates, which surprised the investors what could happen recently.
Another concern was the advantage margin of Nvidia, which was slightly less than expected. According to Nvidia, this is mainly because they are investing heavy in creating their new blackwell GPU. NVIDIA hopes that the profit margin will be recovered by the second half of the year.
A major factor The risk of tariff is being placed on TaiwanWhere Nvidia manufactures its AI chips. If these tariffs are applied, it can make Nvidia products more expensive to produce and sell, which can affect its profitability. There is also uncertainty about whether the US will impose additional restrictions or extend the current people. If this happens, it can limit the ability of NVidia to sell its chips to Chinese customers, affecting its growth capacity, especially given how important China is in the global semiconductor market.
Jim Craermer also sarcastically commented on X, “Nvidia’s clonasho buyers, it turned negative … now, okay,” okay, “pointing to the market’s uncertain response to the market’s uncertainty amidst all uncertainty.
Following the footsteps of NVIDIA and other AI shares, AI and Big Data token ‘Market Cap There has been a decline of about 5% in the last 24 hours and 9% in the previous month. This suggests that as AI stock takes a hit, it seems that investors are pulling back from AI cryptos, fear that AI may prevent an increase in decentralized AI projects in Hardware Development that rely on it (eg NVDia GPUS).
Story protocol (IP) and render (render) have been particularly difficult, declining 9% and 4% respectively in the last 24 hours. The story protocol and the render depend on the NVIDIA or other similar high-demonstrations GPU, which for the processing of visual data, simulation and other AI-operated functionalities. Close protocols (near) and virtuals protocols (virtual), which support the GPU-heavy applications built on top of their platforms, were hit even more difficult with a decline of 6% and 12% respectively.
Everyone said, what happens to Nvidia can feel like a tsunami, when it bleed, the entire market takes notice, including Crypto. With Bhamoth’s earnings in the last quarter, it seems that global uncertainty has recently been promoting bik-off, with many AI tangent cryptocurrency as well as a pinch.
