Even though everybody is talking about DeepSeek. Nvidia stock price declined but at the end of the day everybody is going to use Nvidia GPU's for the same. There may be some fluctuation but it will be doing well. It similar to the story During a Gold rush sell shovels #nvidia
INVESTMENT
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NVIDIA GPU Infrastructure Cost Analysis for AI
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If they have 50,000 NVIDIA GPUs at $30-40k each, that’s $1.5 – 2bn. Just saying.
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DeepSeek disrupts AI market with cheaper open source alternative
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The markets are wrong about DeepSeek. A Chinese hedge fund just made AI: – As capable as o1 – 95% cheaper to run – Completely open source Cue panic about CapEx on AI. The end to 'American AI supremacy.' But they missed the real story: This is MORE reason to be
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DeepSeek Market Reactions Unjustified: Analysis
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The market reactions to DeepSeek are woefully unjustified.
Here is why -
Perplexity integrates Crunchbase and FactSet for enterprise market research
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Perplexity now integrates with @crunchbase and @FactSet.
— Perplexity (@perplexity_ai) 28 janvier 2025
Do more market research in less time, with the latest funding and investment info right at your fingertips. Try it with DeepSeek R1 as well.
Available now for Enterprise Pro users. pic.twitter.com/S19FSLXUbGPerplexity now integrates with @crunchbase and @FactSet
. Do more market research in less time, with the latest funding and investment info right at your fingertips. Try it with DeepSeek R1 as well. Available now for Enterprise Pro users. -
Wall Street Debates DeepSeek Claims and Nvidia Defense Strategy
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Wall Street’s Best Ideas: Doubting DeepSeek, defending Nvidia People have real questions about the veracity of DeepSeek’s economic claims, while many others are simply defending Nvidia and the “Jevons Paradox.” Software analysts see a potential lift to enterprise AI usage if
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Stargate: $500B US AI infrastructure investment requirements
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$500 billion for #AI infrastructure. That's the investment the US has promised under #Stargate. What needs to happen to make the project a success? SAS' Alex Kwiatkowski tells @thefintechtimes at least three areas where the US will need to invest.
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Stargate and DeepSeek AI Projects Drive Stock Market Volatility
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The TL Podcast for January 27th: Stargate DeepSeek edition Stocks surged the week ending January 24th based on Trumped-up hype for a massive AI project, Stargate, only to be undone by the new hype of DeepSeek. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-january-27th-stargate-deepseek-edition
… $NVDA $AVGO $ANET $COHR -
DeepSeek efficiency gains economic impact spending demand
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I agree with you and with @ylecun
. DeepSeek is a big improvement in performance per dollar (or per unit of energy).
That doesn't necessarily mean spending will decline. Demand curves slope downward.
Depending on the slope, total expenditure can go up or down as costs decline. -
DeepSeek’s Emergence Triggers US AI Race Acceleration
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La sortie de @deepseek_ai panique l’Amerique et @realDonaldTrump
— Docteur Laurent Alexandre (@dr_l_alexandre) 28 janvier 2025
Trump supplie la Silicone Valley : Il faut vous réveiller !
La course à la Super Intelligence Artificielle va encore s’accélérer
L’Europe va beaucoup morfler
pic.twitter.com/rku48dmuodLa sortie de @deepseek_ai panique l’Amerique et @realDonaldTrump Trump supplie la Silicone Valley : Il faut vous réveiller ! La course à la Super Intelligence Artificielle va encore s’accélérer L’Europe va beaucoup morfler