$NVIDIA (NVDA.US)$ It is evident that the current AI is not the completed form that the world aims for. If AI becomes more advanced and can be implemented at a lower cost in the future, the number of players is expected to increase, and the demand will rise even more. The fact remains that using GPUs for AI development is still the optimal solution, and even with the emergence of Deepseek, this reality has not changed at this point. Deepseek also acknowledges the use of NVIDIA. This means that NVIDIA's situation is likely to either remain unchanged or improve. There are people talking about Sysco Corp, but clearly, the situation is different from the past.

$NVIDIA (NVDA.US)$ Isn't this recent issue about the start of the US-China AI war? In order not to lose to China, America also needs to accelerate AI investments, so I don't think they will withdraw the current plans. I believe the idea that America needs to significantly outpace China in AI will only accelerate further.