After a market-wide panic over AI start-up DeepSeek, CNBC’s Jim Cramer reflected on what the new player’s entrance into the arena means for Big Tech.

Technology shares steadied, led by a modest recovery in Nvidia after its record-breaking wipeout in market value.

What just happened to Nvidia — and the S&P 500 as a whole, really — embodies so much of the uncertainty surrounding the global AI war. But where Big Tech may be failing, opportunities are opening up for competitors and investors alike.