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US AI is only somewhat related though. The subject is NVIDIA.
by paulddraper 2y ago
US 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.)