Dude. What are you talking abo

Dude. What are you talking about man. NVDA and DeepSeek are not competitors and produce different products and services. DeepSeek threatens the LLMs produced by other hyper scalers like Google Gemini, OpenAi, Llama, etc. If anything you admitted that it actually runs on NVDA chips, and so it needs NVDA. DeepSeek actually strengthen's NVDA's dominance.

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MS Analysts Divided on Nvidia: Possible to Return to $150?

Morgan Stanley analysts are divided on NVIDIA's outlook. Greater China analysts have lowered shipment expectations for the GB200 chip, warning that in the worst case, deliveries may fall below 20,000 units. North America analysts, however, remain bullish, seeing the recent DeepSeek-driven selloff as a buying opportunity and maintaining NVIDIA as a top pick. In a report released on February 6, Morgan Stanley semiconductor analysts set a price target of $152, ------------- What's your target price for NVIDIA rebound? Is NVIDIA your top pick?

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Comments

ECA
01-26
ECA
And DeepSeek is like what one of many NVDA’s clients? It doesn’t even serve the Chinese market that much. It’s not even one of the biggest customers. NVDA can service the whole domestic market in US and doesn’t really need the rest of the world to still grow its market. Data Centre revenue is massive. Does DeepSeek produce chips like NVDA does? It’s not a competitor dude. In the future, of course compute will become more efficient but then so will the cost of chips. It’s inevitable.
SmoothTW
01-26
SmoothTW
The new approach to LLM training that Deepseek R1 used is much less compute intensive than other models. Less compute = less need for capex on high end GPUs = bearish for NVDA in the short term.

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