This is really complicated... - NVIDIA has probably been overvalued for a while - But what is happening now is clearly a panic - GPUs are still needed for tr

This is really complicated... - NVIDIA has probably been overvalued for a while - But what is happening now is clearly a panic - GPUs are still needed for training and inference, and I guess people will figure that out in the next few days - So far, all we have is claims from one source. Seems credible enough, and I'm sure there's massive optimization potential in training LLMs, but someone else should replicate the process first before it's taken as a fact