倪凯多王子
02-05

DeepSeek’s AI breakthrough is impressive, but Nvidia’s market leadership remains unshaken. Here’s why:

✅ CUDA Ecosystem – 15+ years of optimization, adopted by all major AI frameworks (TensorFlow, PyTorch). DeepSeek’s alternative is new and unproven.

✅ AI Hardware Leadership – Nvidia’s H100 & Blackwell GPUs still outperform competitors in AI training & inference. DeepSeek may change software, but it still needs powerful AI chips.

✅ Enterprise Lock-In – Amazon, Microsoft, Google, Meta are deeply invested in Nvidia's ecosystem. Transitioning away from CUDA is costly and complex.

✅ Network Effects – Developers, data centers, and hyperscalers already run on Nvidia—switching isn’t easy.

🔥 Bottom Line: DeepSeek is just the beginning of competition, but Nvidia’s dominance in AI infrastructure isn’t fading anytime soon. The real question: Who can match Nvidia’s full-stack AI ecosystem?

#Nvidia #AI #DeepSeek #CUDA #TechLeadership 🚀

Modified in.02-05
NVIDIA Up 5 Days: Will It Reclaim 150 Before Earnings?
Nvidia rises for 5 consecutive days since hitting a recent low of $115. Morgan Stanley analysts are divided on NVIDIA's outlook.Greater China analysts have lowered shipment expectations for the GB200 chip. North America analysts, however, remain bullish, seeing the recent DeepSeek-driven selloff as a buying opportunity and maintaining NVIDIA as a top pick. In a report released on February 6, Morgan Stanley semiconductor analysts set a price target of $152. ------------- What's your target price for NVIDIA rebound? Is NVIDIA your top pick?
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