I feel there is a understandable contradiction in your analysis that deep seek will not have impact on Nvidia and yet your proviso is that provided China is not successful in overtaking in the AI industry. The efficiency of deep seek will certainly make AI development via open source more affordable via software improvement and not more computing power via GPU is not to be under estimated. Us ought to be careful not to be in denial and end up like Betamax and VHS situation Or even like Kodak case.
Nvidia: Why I Am Doubling Down On The DeepSeek Selloff
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