Isn’t it that the current market price of NVDA was based on the amount of chips they need to sell? Because to train and run models you need so many GPU’s. Now that deepseek is showing you need less GPU’s to train and run it, the value of NVDA lowers since they won’t sell as much.
Parent's comment was changed enough that my comment is meaningless. They previously said that you don't need NVIDIA for deepseek. I'll leave mine alone.