DeepSeek's AI Breakthrough Hits NVIDIA's Forecasts: GB200 NVL 72 Shipments Decline, Chip Tariffs Rise
Recent technological breakthrough DeepSeek had a significant impact on financial performance NVIDIA, according to the analysis Morgan Stanley. The Chinese company presented R1 model, which comparable in efficiency to OpenAI o1, but requires 50 times lower training costsHowever, researchers suggest that DeepSeek's capital investment could reach $1,6 billion, and operating expenses are $944 million per year.
As a result, Microsoft and other major players began to focus on models with higher efficiencyleading to revision of forecasts for shipments of NVIDIA GB200 NVL 72. Morgan Stanley Cuts Sales Estimate GPU from 30 – 000 to 35 – 000 units. In the worst-case scenario, supplies could fall below 20, leading to supply chain losses of up to $35 billion.
In addition to market competition, the industry is also influenced by macroeconomic factors. February 18 administration Donald Trump will enter new tariffs on semiconductors from Taiwan. This may force TSMC to raise prices on advanced process technologies by 15% instead of planned 5-10%, which will lead to rising chip prices across the industry.