- Tesla’s AI focus on robotaxis and autonomous driving, what Musk refers to as “real-world AI,” means it doesn’t risk being disrupted by DeepSeek chatbot R1, argue analysts at investment bank Piper Sandler. If anything, potentially less demand for Nvidia’s AI training chips could be a benefit.
When DeepSeek’s impact obliterated a trillion dollars of value collectively from U.S. equity markets, artificial intelligence stocks found themselves at ground zero.
