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Nvidia might drop not because of the blogger's reasoning. Nvidia might drop because DeepSeek got into the mainstream news cycle which caused a panic in Silicon
by aurareturn 2y ago
Nvidia might drop not because of the blogger's reasoning. Nvidia might drop because DeepSeek got into the mainstream news cycle which caused a panic in Silicon Valley. The Silicon Valley elites promptly got on a call with Trump and now it looks like they will ban Nvidia from exporting to China outright.
So the blogger thinks efficiency is what caused Nvidia's drop. I'd say efficiency increases Nvidia's demand. What's causing Nvidia to drop is that DeepSeek is so good that it spooked Silicon Valley elites into lobbying for a full ban.
- bloomingkales 2y agoIt was a hit job. The mainstream news covering it was eye opening to me. People that never installed a GPU or ran an LLM somehow fully understood the implications of DeepSeek and the future of AI. It’s a massive con, someone pushed the story because there was something to gain. Look, rich people know this is the new market (AI). They want to cast a net around it and squeeze maximum profit as it grows (and it will). Scalp at every layer, operate with maximum greed. Peak middle-man.