> A lot of people are emotionally unprepared for a world where the music doesn't stop.

I've been wrong before. However, when was the last time this business model made sense -- that facebook, SpaceX and others, all just pivot from their market niche to general purpose AI datacenter providers.

How on Earth does this make sense?

What happens in a few years when DeepSeek runs on the chinese chips like the Huawei Ascend at a fraction of the cost ?

These are all very high value added companies going into comodity AI hosting and they're all going to make a killing?

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treis 5 hours ago | parent | next [-]

>What happens in a few years when DeepSeek runs on the chinese chips like the Huawei Ascend at a fraction of the cost ?

Nvidia goes back to being a 100 billion dollar business and everyone else reaps the benefits of cheap tokens.

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doctorwho42 3 hours ago | parent [-]

So Nvidia will lose 94.5% of their market cap, and you think that will not effect anything beyond AI?

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trollbridge 3 hours ago | parent | next [-]

There's an assumption here that Nvidia will stop innovating.

	▲	mlnj 3 hours ago \| parent [-]
		The only assumption I am making is that NVIDIA and others dig thier claws into western governments and make decade long contracts for even greater surveillance. Trillions of dollars worth.

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treis 3 hours ago | parent | prev [-]

Not any more than when one company beats out another.

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johnsmith1840 4 hours ago | parent | prev [-]

Energy and datacenter scale.

US is a near monopoly of this pairing. A crash will result in the removal of the fluff and ocerpricing of it all but the stance is beyond strong.

Unless China outcompetes Nvidea AND TSMC AND magically gets 4x cheaper energy they are in a much weaker stance for the long haul.