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$NVIDIA (NVDA.US)$
Without a high-performance NVDA chip from deepseek, it's impossible to play videos.
More and more, NVDA is definitely a volcano.
Without a high-performance NVDA chip from deepseek, it's impossible to play videos.
More and more, NVDA is definitely a volcano.
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
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$NVIDIA (NVDA.US)$
This is about how MS, META, and Google lost to Chinese companies in terms of cost performance, and it's not that NVIDIA lost to competitors; so why is NVIDIA taking the biggest hit? Technology can only advance in one direction, so it is impossible to say, "From now on, inexpensive and low-performance GPUs are fine." It is certain that the direction will move towards using expensive GPUs that are 100 times more powerful to develop AI with 100 times the performance. I think this will be proven in the upcoming quarterly earnings reports, but it might take a little time.
This is about how MS, META, and Google lost to Chinese companies in terms of cost performance, and it's not that NVIDIA lost to competitors; so why is NVIDIA taking the biggest hit? Technology can only advance in one direction, so it is impossible to say, "From now on, inexpensive and low-performance GPUs are fine." It is certain that the direction will move towards using expensive GPUs that are 100 times more powerful to develop AI with 100 times the performance. I think this will be proven in the upcoming quarterly earnings reports, but it might take a little time.
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$NVIDIA (NVDA.US)$
Rising in Post-Market Trading! Indeed, it was sold too much in the regular trading hours. Even though Deep Seek is not well understood, is there really a need for such an excessive reaction? Will there be a significant rebound tonight?
Rising in Post-Market Trading! Indeed, it was sold too much in the regular trading hours. Even though Deep Seek is not well understood, is there really a need for such an excessive reaction? Will there be a significant rebound tonight?
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"If they're still selling when it's said that a vast number of NVIDIA GPUs and high-performance networks are needed for inference work, it just shows how rotten the market is. Sorry. It's better to think that investor literacy is being tested.
"If they're still selling when it's said that a vast number of NVIDIA GPUs and high-performance networks are needed for inference work, it just shows how rotten the market is. Sorry. It's better to think that investor literacy is being tested.
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$NVIDIA (NVDA.US)$
Analyst comments: "Recently, DeepSeek’s R1, a China-made LLM prompted investor inquiries around cost of compute as it announced to use just a fraction of its US competitors’ cost and still achieved top performance. While DeepSeek’s achievement could be groundbreaking, we question the notion that its feats were done without the use of advanced GPUs to fine tune it and/or build the underlying LLMs the final model is based on through t...
Analyst comments: "Recently, DeepSeek’s R1, a China-made LLM prompted investor inquiries around cost of compute as it announced to use just a fraction of its US competitors’ cost and still achieved top performance. While DeepSeek’s achievement could be groundbreaking, we question the notion that its feats were done without the use of advanced GPUs to fine tune it and/or build the underlying LLMs the final model is based on through t...
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$NVIDIA (NVDA.US)$
China will do anything.
Using the prohibited H100, raising money from the state, and appealing to the world as if it can be done cheaply. Trump will not forgive for the responsibility of the U.S. stock market crash. 🤣
China will do anything.
Using the prohibited H100, raising money from the state, and appealing to the world as if it can be done cheaply. Trump will not forgive for the responsibility of the U.S. stock market crash. 🤣
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It is absolutely impossible for dream-like future technologies to suddenly come true at low cost.
From the perspective of 10 years later, both ChatGPT and DeepSeek are still just toys.
It is natural for digital toys to gradually become affordable.
Both software and hardware still need to evolve, and Koss Corp doesn't seem to be the end at DeepSeek. I still think the AI industry will continue to grow.
But, scary~.
It is absolutely impossible for dream-like future technologies to suddenly come true at low cost.
From the perspective of 10 years later, both ChatGPT and DeepSeek are still just toys.
It is natural for digital toys to gradually become affordable.
Both software and hardware still need to evolve, and Koss Corp doesn't seem to be the end at DeepSeek. I still think the AI industry will continue to grow.
But, scary~.
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$NVIDIA (NVDA.US)$
The deepseek shock is short-term!
The deepseek shock is short-term!
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