4 ms·
I think it's probably more accurate to say that people are now a bit more bullish on what the Chinese will be able to accomplish even in the face of trade restr
by bilbo0s 2y ago
I think it's probably more accurate to say that people are now a bit more bullish on what the Chinese will be able to accomplish even in the face of trade restrictions. Now whether or not it makes sense to be bearish on US AI is a totally different issue.
Personally I think being bearish on US AI makes zero sense. I'm almost positive there will be restrictions on using Chinese models forthcoming in the near to medium term. I'm not saying those restrictions will make sense. I'm just saying they will steer people in the US market towards US offerings.
- paulddraper 2y agoUS AI is only somewhat related though. The subject is NVIDIA.
- dragonwriter 2y agoI think the market perception of NVidia’s value is currently heavily driven by the expected demand for datacenter chips following anticipated trendlines of the big US AI firms; I think DeepSeek disrupted that (I think when the implications of greater value per unit of compute applied to AI are realized, it will end up being seen as beneficial to the GPU market in general and, barring a big challenge appearing in the very near future, NVidia specifically, but I think that's a slower process.)
- mullingitover 2y ago> I'm almost positive there will be restrictions on using Chinese models forthcoming in the near to medium term. If the models are open source, there are constitutional issues that would prevent restricting them unless we're going down the ridiculous path of classifying integers representing algorithms as munitions, like we tried with crypto.