Seems Yahoo thinks there are problems in AI land.
So does the market. NVDA is down hard.
They may have a point:
1 Like
That is interesting. Thanks for posting it.
But that is not hardware production.
All of the hardware production currently supports it.
Other news articles re Nvidia & Chip stocks:
https://www.wsj.com/tech/chip-stocks-tumble-after-chinas-deepseek-ai-models-raise-doubts-over-u-s-tech-dominance-9799591b
Chip Stocks Tumble After China’s DeepSeek AI Models Raise Doubts Over U.S. Tech Dominance
DeepSeek said its R1 and V3 models performed better than or close to leading Western models
1 Like
What chips is DeepSeek using?
5 hours ago
He reportedly built up a store of Nvidia A100 chips, now banned from export to China. Experts believe this collection - which some estimates put at 50,000 - led him to launch DeepSeek, by pairing these chips with cheaper, lower-end ones that are still available to import.
Why is DeepSeek a threat to Nvidia?
DeepSeek’s LLM (Large language models) is designed to operate efficiently using less powerful hardware, that could pose a threat reducing demand to companies producing high-performance computing hardware like Nvidia (NASDAQ:NVDA).
That is not actually true. Deepseek has not produced anything that is not already an app.
There is no killer app.
NVDA is producing higher end hardware for other specs.
Stop believing the press. The economy with bad decisions is in trouble. Forward looking statement. The markets are at highs and will retreat a great deal. Regardless.
1 Like