Dude DeepSeek was built on OpenAI. Of course it would need less training. Also, it would need roughly 50,000 NVIDIA H100 chips which is pretty basic in order to build the model. Lastly, widespread adoption of AI is the eventual goal for Nvidia's monopoly and to do so AI needs to be more cost-effective (not just the big Tech players playing the game). So yeah, very bullish for Nvidia long term. 

DeepSeek’s Rise Exposes Nvidia’s Weakness

DeepSeek's dramatic rise exposes the greatest risk facing Nvidia: that the intense demand for its advanced chips could wane.Nvidia's success as the computational arms dealer for the artificial-intelligence boom has made it a target for a host of rivals seeking to diminish its dominance. That list includes other chip makers and customers who are developing their own AI chips to reduce their spending. But few in the tech world saw a nimble Chinese AI model as a risk to Nvidia's business, even if t
DeepSeek’s Rise Exposes Nvidia’s Weakness

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