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treis 5 hours ago

>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.

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?

trollbridge 3 hours ago | parent | next [-]

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

mlnj 2 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.

treis 3 hours ago | parent | prev [-]

Not any more than when one company beats out another.