'Yes'. At least for Nvidia specifically, it's because Deepseek is proving you don't need to buy a bajillion 40k$ GPUs to train a model that beats OpenAI. Too early to tell (imo) how that will shake out for everyone else but we'll see.
Yup. I don't think it'll cause a crash but it will:
- screw Nvidia
- put OpenAI in a bind because suddenly them asking for 100s of billions will seem ridiculous
Comments
Many weird infos here and there
- screw Nvidia
- put OpenAI in a bind because suddenly them asking for 100s of billions will seem ridiculous
and that's already very funny