If necessity is the mother of invention, then the United States' biggest artificial intelligence investors are rethinking where they put a bulk of their combined $131.5 billion last year in the wake of the debut of China's open-source AI model, DeepSeek.

According to a paper authored by the lab, the DeepSeek-R1 model outperforms cutting-edge models such as OpenAI’s o1 and Meta’s Llama AI models across multiple benchmarks.

Nvidia stock rose early Tuesday as the AI chipmaker began to recover from a massive decline the prior day that shaved nearly $600 billion off its market cap.