Dude. What are you talking abo

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ECA
2025-01-26

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.

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# DeepSeek Become a Threat to Large Cap Tech?

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ECA
·2025-01-26
DeepSeek就像NVDA的众多客户之一？它甚至没有为中国市场提供那么多服务。它甚至不是最大的客户之一。NVDA可以服务于美国整个国内市场，并不真正需要世界其他地区来扩大其市场。数据中心收入巨大。DeepSeek是否像NVDA一样生产芯片？这不是竞争对手，伙计。在未来，计算当然会变得更有效率，但芯片的成本也会变得更高。这是不可避免的。
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SmoothTW
·2025-01-26
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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