ECA
01-26

Dude. What are you talking about man. NVDA and DeepSeek are not competitors and produce different products and services. DeepSeek threatens the LLMs produced by other hyper scalers like Google Gemini, OpenAi, Llama, etc. If anything you admitted that it actually runs on NVDA chips, and so it needs NVDA. DeepSeek actually strengthen's NVDA's dominance. 

Will Chinese DeepSeek Disrupt Nvidia?

The stock price of NVDA stock is probably the best guide to this answer.
Will Chinese DeepSeek Disrupt Nvidia?
# Nvidia Dilemma: Would You Add at $120?

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  • ECA
    ·01-26
    And DeepSeek is like what one of many NVDA’s clients? It doesn’t even serve the Chinese market that much. It’s not even one of the biggest customers. NVDA can service the whole domestic market in US and doesn’t really need the rest of the world to still grow its market. Data Centre revenue is massive. Does DeepSeek produce chips like NVDA does? It’s not a competitor dude. In the future, of course compute will become more efficient but then so will the cost of chips. It’s inevitable.
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  • SmoothTW
    ·01-26
    The new approach to LLM training that Deepseek R1 used is much less compute intensive than other models. Less compute = less need for capex on high end GPUs = bearish for NVDA in the short term.
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