Will Chinese DeepSeek Disrupt Nvidia?

Forexlive01-26 12:00

Will Chinese DeepSeek Disrupt NVIDIA and the American AI Industry?The global AI race has taken an intriguing turn with the emergence of China's DeepSeek, touted by some as a potential disruptor to ...

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Comments

  • neo26000
    01-27 10:20
    neo26000
    The immediate market reaction appears to be driven by heightened risk aversion, with futures plummeting sharply. We’ll need to monitor whether this volatility subsides and stability returns. While Deepseek has been in existence for some time, it only recently entered my awareness over the weekend, suggesting its broader market impact may now be coming into focus.
  • Barcode
    01-27 00:01
    Barcode
    🤔💭🧐 The AI landscape is undergoing a rapid and unprecedented evolution, characterised by a real-time redefinition of foundational paradigms. DeepSeek’s achievement serves as a compelling testament to the catalytic role of ingenuity under constraint, underscoring the diminishing primacy of brute resource expenditure in favour of strategic optimisation. For incumbent industry leaders, the imperative has shifted from a binary question of adaptation to the critical urgency of its velocity. As the accessibility of advanced AI proliferates, the potential benefits for end-users expand dramatically. However, the trajectory of this transformation hinges on whether these enterprises recalibrate to align with this emergent reality or persist in adhering to paradigms rendered obsolete by the inexorabl
    • SeedsOfJoy: 
      Hi barcode with this news, do you think it’s a temporary dip for these tech shares? Wonder if it’s a good opportunity to get more sell puts or to monitor for now ..
  • setia100
    01-26 20:57
    setia100
    Very good comments from the readers,💪
  • KJ11
    01-26 18:01
    KJ11
    Exactly, author has absolutely no idea what rubbish he/she is talking...Deepseek actually runs on Nvidia chips, it's an AI company, it's not a hardware chip company. Damm monkey talking cock singing song lol
  • ECA
    01-26 16:23
    ECA
    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. 
    • 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: 
      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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