$Microsoft(MSFT)$ CEO Satya Na

$Microsoft(MSFT)$ CEO Satya Nadella recently weighed in on DeepSeek's ultra-cost-effective AI phenomenon while comparing it to the Jevons paradox economic concept. "Jevons paradox strikes again!" Nadella indicated on X.

"As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can't get enough of."

people might feel $NVIDIA(NVDA)$ might face a meltdown on their highend GPU short term, but it might open up other possibility of other use cases.

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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