2 hyper scalers CEOnamely Microsoft and Meta have just make statements hedging their CAPEX spendings. Microsoft is already working with Marvel for cheaper solutions. Broadcom also worked with Microsoft and remains magnificent in providing cheaper alternatives. Everybody is thinking hard and quickly to avoid eggs on their faces by sticking with Nvidia after DeepSeek. They all will be focused on how to get good outcome with less cost. There are many companies who have gone big on AI will now be able to do AI with open source to maximize their. You don't need Nvidia to reach that outcome. All these talks about security, distilling and whatever are inventions of those who are deep in Nvidia. They have to live and die with it.
Nvidia: Why I Am Doubling Down On The DeepSeek Selloff
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