ECA
01-26

Dude. What are you talking about man. NVDA and DeepSeek are not competitors and produce different products and services. DeepSeek threatens the LLMs produced by other hyper scalers like Google Gemini, OpenAi, Llama, etc. If anything you admitted that it actually runs on NVDA chips, and so it needs NVDA. DeepSeek actually strengthen's NVDA's dominance. 

Will Chinese DeepSeek Disrupt Nvidia?
Nvidia's Moat is Gone: Avoid or Buy the Dip at $100?
DeepSeek’s shift away from CUDA challenges Nvidia’s closed ecosystem and reliance on proprietary software. Other GPU manufacturers can now offer viable alternatives DeepSeek’s approach challenges. Nvidia's monopoly, increases hardware flexibility for developers, and creates space for competition in the GPU market. ------------- Does it mean Nvidia's moat is gone? you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? What's your target price to buy the dip?
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Comments

  • ECA
    01-26
    ECA
    And DeepSeek is like what one of many NVDA’s clients? It doesn’t even serve the Chinese market that much. It’s not even one of the biggest customers. NVDA can service the whole domestic market in US and doesn’t really need the rest of the world to still grow its market. Data Centre revenue is massive. Does DeepSeek produce chips like NVDA does? It’s not a competitor dude. In the future, of course compute will become more efficient but then so will the cost of chips. It’s inevitable.
  • SmoothTW
    01-26
    SmoothTW
    The new approach to LLM training that Deepseek R1 used is much less compute intensive than other models. Less compute = less need for capex on high end GPUs = bearish for NVDA in the short term.
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