DeepSeek's shock to Nvidia and the US AI industry in January 2025

Gone quiet · last story Feb 24, 2025

What this arc covers

The January 2025 release of the Chinese AI model DeepSeek, which rattled the AI industry, sent Nvidia and other tech stocks falling amid US worries about the AI race, and led to a US inquiry into whether DeepSeek got Nvidia chips through firms in Singapore.

People's Republic of China

Earliest story we hold Jan 27, 2025 · 6 stories · 61 independent sources (counted once each) · 28 days

Part ofPeople's Republic of ChinaNvidiaDonald TrumpOpenAISingaporeTaiwan

Part of Artificial intelligence

  1. DeepSeek's shock to Nvidia and the US AI industry in January 2025This arcJan 27 – Feb 24, 2025
  2. Nvidia's fight to sell advanced AI chips to ChinaApr 15, 2025 – Jan 14, 2026
  3. The backlash against AI data centers and their power and water costsJan 13 – Sep 24, 2026
  4. The Pentagon's fight with Anthropic over AI safeguardsFeb 24 – Sep 25, 2026
  5. The 2026 warnings over AI's risks and calls to slow it downApr 8 – Sep 28, 2026
  6. The US-China race and rivalry over artificial intelligenceApr 23 – Sep 26, 2026

Where it standsnewest first · each bar runs left to right by leaning

Feb 24– 262025Nvidia to report earnings amid infrastructure spending, DeepSeek concerns8 articles · 6 independent sources
2 left, 2 center, 0 right
Jan 27– 282025CNBC Daily Open: Nvidia plunges as DeepSeek triggers questions on its value29 articles · 13 independent sources
1 left, 8 center, 2 right
Jan 27– 312025US Investigates If DeepSeek Got Nvidia Chips From Firms in Singapore, Report Says10 articles · 9 independent sources
2 left, 2 center, 4 right

Who covered it, over timeindependent sources per week, by side

Jan 27Feb 3Feb 10Feb 17Feb 24

LeftCenterRight

Point at or tap a week to see its count by side.

Every week as a table
Week ofLeftCenterRightArticles
Jan 27, 2025143511209
Feb 24, 20252207

Stories before June 28, 2026 come from archived pages, so who covered them is limited to the outlets we recovered for that period.

23% left · 59% center · 18% right of 61 independent sources among the outlets we track, across 6 stories.

Every storyoldest first

  1. January 2025

    Jan 27– 28CNBC Daily Open: Nvidia plunges as DeepSeek triggers questions on its value29 articles · 13 independent sources
    1 left, 8 center, 2 right
  2. Jan 27– 31US Investigates If DeepSeek Got Nvidia Chips From Firms in Singapore, Report Says10 articles · 9 independent sources
    2 left, 2 center, 4 right
  3. Jan 27– 31China’s AI Shock? What DeepSeek Disrupts (and Doesn’t)47 articles · 32 independent sources
    8 left, 12 center, 8 right
  4. Jan 27– 29DeepSeek has rattled the AI industry. Here's a quick look at other Chinese AI models114 articles · 55 independent sources
    10 left, 21 center, 4 right
  5. Jan 27– 28Tech stocks fall as China's DeepSeek sparks US worries about the AI race25 articles · 14 independent sources
    3 left, 7 center, 0 right

  6. February 2025

    Feb 24– 26Nvidia to report earnings amid infrastructure spending, DeepSeek concerns8 articles · 6 independent sources
    2 left, 2 center, 0 right