$Super Micro Computer (SMCI.US)$ Finally

$Palantir (PLTR.US)$ Rule of 40 is now 81. Off the charts good

$Palantir (PLTR.US)$ up 40% YOY is my bet

$NVIDIA (NVDA.US)$ Grok AI said,
Based on the available information:
Number of NVIDIA Chips: There are conflicting claims regarding the number of NVIDIA chips DeepSeek used. While some sources mention DeepSeek used a cluster of more than 2,000 NVIDIA chips for training its V3 model, posts on X and statements from industry figures suggest that DeepSeek might have used as many as 50,000 NVIDIA chips. However, these claims are not uniformly verified, and there's significant skepticism regarding th...

$NVIDIA (NVDA.US)$ Ask AI about the other AI. lol. Google Gemini says
DeepSeek, a Chinese AI startup, used a significant number of Nvidia GPUs to train its AI models.
* DeepSeek-R1: This reasoning model utilized 2,048 Nvidia H800 chips for training, according to a research paper published by the company.
* Overall Scale: DeepSeek is reported to have a substantial GPU cluster, with estimates ranging from tens of thousands to potentially 50,000 Nvidia H100 GPUs.
It's important to note that the ex...

$NVIDIA (NVDA.US)$ Aussie take on it
- YouTube

$NVIDIA (NVDA.US)$ $130 post market - cash in