subbu
01-28

This deepseek is a disruptor for sure. But it's not a doomsday event. Personally I think the scene now is something like what 8t was when xiaomi first entered the market as a competitor to iPhone at around 30% its price. But now it is as expensive and also pushes ads on even their premium phones now. And Apple & Samsung still hold forth. Perhaps this is how the AI scene would unfold in the future too with the likes of Nvidia, Micron, Palantir etc. having their own share. 

Nvidia's Moat is Gone: Avoid or Buy the Dip Under $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

  • SuperXmas
    01-29
    SuperXmas
    Any business can be disrupted. If a company  in business is unable to take on competition on a level playing field, needs tariffs like golf handicap, it inevitably already lost the battle.
    • subbu: 
      Indeed, disruption is a truth. Equally true is tariff. We always read about US tariffs, but so far, China has also either imposed or proposed tariffs on $110 billion of US goods, representing most of its imports of American products. Similarly, China is equally protective of its domestic markets.
  • Spudbouy
    01-29
    Spudbouy
    It’s the worlds most valuable company some little ai project like deep seek isn’t going to bring nvidia that far down
  • Mat76
    01-29
    Mat76
    Overreacting. if  Deepseek can reduce the power consumption for the world, I dun mind losing some money on nuclear / energy stocks.
  • subbu
    01-29
    subbu
    yes please. feel free to share.
  • Maynrdo
    01-29
    Maynrdo

    Great article, would you like to share it?

    • subbu: 
      yes please. feel free to sharw.
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