[cbg0]

> selling a stock because the product the company produces is now even more effective is mind bogglingly stupid.

No it isn't. Investors are most likely expecting there will be less demand for Nvidia's product long-term due to these alleged increased training efficiencies.

[PeterStuer]

There is afaict no inherent limit to expand on the bottom end of the market. My gut feeling is lower training costs will expand the market for hardware horizontaly far faster than any vertical scaling by a select 2 digit of mega corps could.