DeepSeek's release of low-cost AI models has raised concerns about the U.S.'s leading position in the AI field, causing significant market turbulence. NVIDIA's stock dropped over 16% during the Lunar New Year period. Morgan Stanley has significantly lowered its 2025 shipment forecast for the GB200 chip, estimating the market impact to be between $30 billion and $35 billion. The report indicates that the cloud computing market's growth cycle may continue until the first half of 2025, with growth potentially slowing thereafter. Nassim Taleb warned that NVIDIA's stock drop might be just the beginning, as reliance on high-priced chips decreases and investor confidence wanes, potentially leading to larger sell-offs. Taleb also highlighted the fragility of U.S. wealth creation and economic structure, urging investors to be cautious of future market risks.$NVIDIA(NVDA.US)