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by aurareturn 514 days ago
Yep. I’ve been harping on this. DeepSeek is bullish for Nvidia.
1 comments
ReptileMan 514 days ago
>DeepSeek is bullish for Nvidia.

DeepSeek is bullish for the semiconductor industry as a whole. Whether it is for Nvidia remains to be seen. Intel was in Nvidia position in 2007 and they didn't want to trade margins for volumes in the phone market. And there they are today.

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aurareturn 514 days ago
Why wouldn't it be for Nvidia? Explain more.
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ReptileMan 513 days ago
Well so far the paradigm is for powerful silicone that only Nvidia could deliver - so they could charge high margins.

Theoretically they could be on top if the paradigm changes to big volume slower and lower margin one. But there may be another winner.

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aurareturn 513 days ago
At the end of the day, it all boils down to value.

Do AMD chips offer more value than Nvidia chips?

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