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My top 10 things to watch Tuseday, Jan. 28 1. In Jensen we fail? Really? Jensen Huang’s Nvidia bounced Tuesday after losing $600 billion in market cap in one day. The sell-off was prompted by concerns about Chinese AI startup DeepSeek getting more computing power out of throttled-back Nvidia chips. 2. Nvidia told CNBC , “DeepSeek is an excellent AI advancement and a perfect example of Test Time Scaling ... leveraging widely available models and compute that is fully export control compliant.” U.S. export controls prohibit Nvidia from selling its most powerful chips in China. 3. Morgan Stanley cut its…
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