$NVIDIA(NVDA)$
Which isn’t a bad thing, but you all are missing the fact that they are using NVDA GPUs. Lot’s and lots of them which they aren’t even disclosing.
For anyone concerned about NVDA or hyperscalers declining due to DeepSeek...
Ask yourself: if AI becomes cheaper, will people use it more or less?
Think of the internet: as it became more affordable, did people use it more or less?
This is just accelerating the shift to an AI-driven world...
There will be winners and losers, but the industry will grow and become more ubiquitous. The strong will compete, survive, and thrive; the weak will fail.
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