Real talk, I don't know why nvidia's stock has taken a hit, isn't deepseek ALSO running on nvidia's hardware? Shouldn't better LLMs be good for hardware vendors in the AI space?
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@VD15 the way I think the investors see it, the only way to actually profit off AI with the insane investments being put into it is to corner the market, leaving people no choice but to use one product or a couple of equally expensive alternatives. Which makes it feasible for companies to spend that much money on hardware.
Foreign and/or open serious competition threatens that business model.
