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>What happens in a few years when DeepSeek runs on the chinese chips like the Huawei Ascend at a fraction of the cost ? Nvidia goes back to being a 100 billion
by treis 4mo ago
>What happens in a few years when DeepSeek runs on the chinese chips like the Huawei Ascend at a fraction of the cost ?
Nvidia goes back to being a 100 billion dollar business and everyone else reaps the benefits of cheap tokens.
- doctorwho42 4mo agoSo Nvidia will lose 94.5% of their market cap, and you think that will not effect anything beyond AI?
- trollbridge 4mo agoThere's an assumption here that Nvidia will stop innovating.
- mlnj 4mo agoThe only assumption I am making is that NVIDIA and others dig thier claws into western governments and make decade long contracts for even greater surveillance. Trillions of dollars worth.
- treis 4mo agoNot any more than when one company beats out another.
- sethops1 4mo agoA few thousand recently minted millionaires might become former-millionaires if they decide to HODL. Construction at these Manhattan-sized data centers might slow or stop. The tech industry might go back to solving problems for real people. I'm not really seeing a substantial downside.