Palantir's CEO Just Said This About DeepSeek. Here's What It Could Mean for Nvidia Investors.

Motley Fool02-08 21:30

Alex Karp has long suggested that large language models are commoditized products. This implies that developers need to spend hefty sums in order to build superior AI. In turn, this ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2509055375?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-08 21:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2509055375","market":"us","top_or_hot":-1,"title":"Palantir's CEO Just Said This About DeepSeek. Here's What It Could Mean for Nvidia Investors.","media":"Motley Fool","content":"<div>\n<p>Alex Karp has long suggested that large language models are commoditized products.\n\n\n\n\n\n\n\nThis implies that developers need to spend hefty sums in order to build superior AI. \n\n\n\n\n\n\n\nIn turn, this ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/02/08/palantirs-ceo-just-said-this-about-deepseek-here/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir's CEO Just Said This About DeepSeek. Here's What It Could Mean for Nvidia Investors.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's CEO Just Said This About DeepSeek. Here's What It Could Mean for Nvidia Investors.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-08 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/02/08/palantirs-ceo-just-said-this-about-deepseek-here/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alex Karp has long suggested that large language models are commoditized products.\n\n\n\n\n\n\n\nThis implies that developers need to spend hefty sums in order to build superior AI. \n\n\n\n\n\n\n\nIn turn, this ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/02/08/palantirs-ceo-just-said-this-about-deepseek-here/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ISBC","symbol_name":"投资者银行","start_time":0,"source_url":"https://www.fool.com/investing/2025/02/08/palantirs-ceo-just-said-this-about-deepseek-here/","article_id":"2509055375","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2509055375","pubTimestamp":1739021400,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Palantir CEO Alex Karp recently shared some interesting thoughts on the DeepSeek development.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ISBC":"投资者银行","NVDA":"英伟达","PLTR":"Palantir Technologies Inc."},"translate_title":"Palantir的首席执行官刚刚这样评价DeepSeek。这对英伟达投资者来说意味着什么。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ISBC":1,"NVDA":1,"PLTR":1},"content_text":"Alex Karp has long suggested that large language models are commoditized products.\n\n\n\n\n\n\n\nThis implies that developers need to spend hefty sums in order to build superior AI. \n\n\n\n\n\n\n\nIn turn, this could actually bring a new wave of long-term growth for Nvidia.\n\nAlex Karp is a PhD., technologist, and philosopher. He's also the CEO of artificial intelligence (AI) software company Palantir Technologies -- and he often explains sophisticated and complicated ideas in an extremely digestible format. Recently, Karp sat down for an interview and gave his honest take on AI's newest darling, a Chinese start-up called DeepSeek.Since DeepSeek's arrival a couple of weeks ago, tech stocks have largely fallen off a cliff. In particular, semiconductor stocks have been walloped. Below, I'll detail some of Karp's comments and explain why they're important to understand. Furthermore, I'll draw on his views to understand how DeepSeek's emergence could impact the biggest name in the chip realm, Nvidia (NVDA 0.90%).What did Alex Karp say about DeepSeek?When OpenAI released ChatGPT in late 2022, many in the technology world suddenly bought into the idea that large language models (LLM) represented some type of breakthrough that would forever change the way businesses interacted. Alex Karp was not one of those people.Over the last couple of years, the Palantir CEO has consistently said that LLMs, while useful, are commoditized products. During a recent interview, Karp doubled down on this idea as it relates to the DeepSeek advancement. He proclaimed that \"it's much easier than people want to believe to be the second mover.\"He went on to explain that DeepSeek had the luxury of training its AI models on platforms that other LLMs have been using for two years now. In a way, DeepSeek's impressive capabilities shouldn't come as too much of a surprise.Image source: Getty ImagesHow do these ideas impact Nvidia?Perhaps the biggest component of the DeepSeek storyline is that the company is claiming it built the model for significantly less money than ChatGPT and other well-known LLMs here in the U.S. While it's been hard to validate the accuracy of these comments, many journalists and leaders in the technology world have pushed back on the idea that something of DeepSeek's caliber could have been built for a fraction of what U.S. companies have been spending on AI development.Nevertheless, many in the investment world have entered full panic mode -- hitting the sell button on Nvidia like it's going out of style. The driving force behind Nvidia's sell-off is that if DeepSeek's claims are true, demand for Nvidia's graphics processing units (GPUs) may falter.It's unlikely that DeepSeek will suddenly disappear or that its training capabilities will somehow worsen. Karp went on to suggest that, in light of the DeepSeek development, the U.S. should \"run harder, run faster\" and continue its already serious investments in AI. He doesn't appear to be the only tech personality touting this idea, either.During recent earnings calls for Meta Platforms and Microsoft, both companies made it clear that capital expenditure (capex) this year remains a core focus, given high demand for their AI services. To me, DeepSeek appears to be inspiring American technology enterprises to spend even more on their AI roadmaps. Considering both of these \"Magnificent Seven\" members are customers of Nvidia, I see the continued investment in AI infrastructure as a major tailwind for the chipmaker.An extremely diluted way of thinking about the DeepSeek situation could be to see the product as yet another LLM -- as Karp essentially predicted would happen two years ago. So long as new LLMs emerge and existing platforms continue spending on training and inferencing compute, demand for Nvidia's processors should remain robust.I see the ongoing sell-off in Nvidia as something that's rooted in fear, as opposed to prudent judgement. More importantly, long-term investors have been presented with a rare opportunity to buy the dip in Nvidia -- a stock that's gone almost exclusively upwards for more than two years now. Although the near term could remain a bit volatile, Nvidia's long-term picture still holds up and could actually become even stronger as U.S. businesses double down on their AI infrastructure.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2509055375"}