$Microsoft(MSFT)$ 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.
Remember that incident back in July that caused $CrowdStrike Holdings, Inc.(CRWD)$ to stumble? It's ancient history! CRWD has bounced back stronger than ever, hitting a new all-time high. This shows just how resilient the company truly is. With its dominant cloud-native security platform and a wide moat that's tough for competitors to cross, CRWD remains a leader in the cybersecurity space. It's clear that investors are confident in the company's long-term prospects, and for good reason. This is one company that's built to last.
DeepSeek's release date is no coincidence. This week overlaps with not only US holidays and the presidential inauguration, but also the Lunar New Year, when most of $Taiwan Semiconductor Manufacturing(TSM)$ workforce is on holiday. I was on a call with the team a few hours ago, and we are working with $NVIDIA(NVDA)$ and the US State Department to track all H100 and H800 chip shipments between 2023 and 2025. From Dr. Kim, TSMC
The recent news about DeepSeek has definitely got people talking! While it's true that they need lesser powerful $NVIDIA(NVDA)$ chips (who know which chip they use??), it seems like they're not as reliant on them as other AI models. This is interesting, but I don't think it's a major threat to Nvidia in the long run. Here's why: - Nvidia's still the leader: Nvidia's GPUs are still top-of-the-line for AI, and their overall performance is hard to beat. - DeepSeek's still new: DeepSeek is impressive, but it's got a way to go before it can match the accuracy and versatility of models like GPT-4. - The AI pie is growing: The demand for AI is exploding, and that means more need for powerful hardware overall. N
The AI revolution is fueled by a global scramble for GPUs, with $NVIDIA(NVDA)$ reigning supreme. Tech giants are stockpiling NVIDIA's chips to power their AI ambitions, driving up prices and creating shortages. But the competition is expanding beyond big tech. Nations are recognizing AI's strategic importance and investing heavily in securing access to these crucial resources. This demand will only intensify as AI permeates everyday life, from smartphones to cars. This raises critical questions about equitable access, potential biases, and responsible use. The GPU gold rush is not just about hardware; it's about the future. NVIDIA holds significant sway in this landscape, and the choices made today, by governments, corp