are you guys buying nvidia ?

[LimaDummy]

Apparently china came out with better ai named deepseek. Or maybe nvidia was already overbought. Thoughts ?

 

[LimaDummy]

@noodlelover thoughts on deepseek ?

 

[gooner23]

https://www.pcmag.com/news/trump-to-tariff-chips-made-in-taiwan-targeting-tsmc

i do think its a bit of an overreaction but i think anything can happen right now think would only do short term trades on nvidia

 

[oijuyfdtrg]

https://www.pcmag.com/news/trump-to-tariff-chips-made-in-taiwan-targeting-tsmc

View attachment 3458284
i do think its a bit of an overreaction but i think anything can happen right now think would only do short term trades on nvidia

yeah its all a gamble. China is always quick to adapt to things like this faster. It is very hard to get an extra leg on competition in tech tho bc systems and models are all being built around nvidia. china will have to make things way cheaper and quicker which i dont know if possible

 

[LKSMAXPerson]

no. im broke

 

[pinterest]

degen pfp

 

[noodlelover]

@noodlelover thoughts on deepseek ?

Investors over-reacting as usual.

Deep seek was trained on Nvidia and runs on Nvidia. NVidia is still needed for Ai.

The Massive Data Centers to train Ai still need to be built. And they will still cost hundreds of billions of dollars.

Deep Seek is Open source. Open Ai and Anthropic can learn from the innovations they have made, and train models that are hundreds of thousands of times more powerful than deep seek.

How much is a cure for balding worth? How much is a cure for aging worth? How much is terra forming Mars and turning it into a Mega City Worth? What about mind control? Full Self Driving? How much is Automating every job on earth worth?

Deep Seek is not Super intelligence. The value of super intelligence is more than a trillion dollars, measured in current dollars.

 

[noodlelover]

But respect for the Deep Seek Team. They deserve a good life. I hope they do well.

No matter the winner in Super intelligence, a shit ton of computer chips is going to be needed.

 

[LimaDummy]

Rate deepseek engineer luo fuli

 

[Stmoritz]

View attachment 3458279
Apparently china came out with better ai named deepseek. Or maybe nvidia was already overbought. Thoughts ?

Skepticism About Claims
The creator questions China's claim that Deep Seek AI was developed for just $6 million, pointing out:
China’s history of reverse-engineering and copying Western technology.
A possible lack of transparency about the true costs and resources behind the model.
Likens Deep Seek AI to a copycat version of existing AI models rather than an original breakthrough.
Broader Context
China's Tech Strategy:

China has a track record of prioritizing market share over profitability, as seen with Huawei’s approach to 4G and 5G.
The CCP reportedly provides unlimited resources to achieve dominance in AI.

Someone said this on YouTube I think this make sense so I’m buying