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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.


Wasn't deepseek trained on NVIDIA chips anyway??

All this proves is that there exist no non-NVIDIA solutions to the hottest new thing.


no it proves more than that; parent comment mentioned what that is ( and other comments below your original comment).


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.


So what? It doesn't mean Nvidia's stock will pump forever and ever


yep all the valuations on built on their predictions for massive demand.


And the prediction that there is enough power to run all of those GPUs.




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