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by tempeler 503 days ago
Deepseek is not hardware; how could it hurt NVidia? It's found a way to use train data efficiently, but it seems DeepSeeks brings more potential customers to them. It's open a way for small enterprises and individuals. I have lost faith that AMD will fight back against Nvidia. If Apple or another RISC-V-based LLM accelerator hardware manufacturer doesn't respond to NVIDIA, NVIDIA will drive hardware prices skyrocketing, as any monopoly does. It looks like Apple is the one with the most potential to give the answer that will hurt Nvidia.