Meta Platforms CEO Mark Zuckerberg has similar thoughts. He recently said a drop in training workloads won't necessarily mean developers need fewer chips, because capacity is simply shifting toward inference instead.
$NVIDIA(NVDA)$ In the long run, the improvement in AI algorithm efficiency will trigger a positive cycle of "efficiency → demand":Improvement in efficiency → 2. Reduction in costs → 3. Expansion of application scenarios / increase in model complexity → 4. Increase in total computational demand → 5. Iteration of hardware technology (such as upgrades in high-end graphics cards).Therefore, the demand for high-end graphics cards will not decrease due to the improvement in algorithm efficiency. Instead, it may continue to grow due to the popularization and increasing complexity of AI applications. This trend has been verified by both historical patterns (Jevons Paradox) and industry forecasts (such as a 4.7% increase in electr
$NVIDIA(NVDA)$ However, Scale AI CEO Alexandr Wang mentioned that DeepSeek has access to around 50,000 NVIDIA H100 AI GPUs (each costing $27,000 to $40,000 per unit). Due to export restrictions, DeepSeek has avoided discussing its use of these GPUs, suggesting that their true costs may be understated.
$T-REX 2X INVERSE TESLA DAILY TARGET ETF(TSLZ)$ I slept in so this is the only opportunity I could see quickly. Ah well, I used $10 free Tiger voucher reward and no transaction fee so might buy me half a coffee ☕️. Cheers all and have great Friday Eve 😀 Feeling like the stock will turn tomorrow/next week and start heading towards $230 so will look at entering $T-REX 2X LONG TESLA DAILY TARGET ETF(TSLT)$ or common stock $Tesla Motors(TSLA)$ dependent on my cash reserves/aka play money 🤑