Nvidia & DeepSeek: there is opportunity and risk for Nvidia
The buy vs sell bifurcation is overly simplistic. Reality is complex and non-linear
What follows are my very quick thoughts about how the rise of DeepSeek affects Nvidia.
The effects of DeepSeek on Nvidia and expensive training and inference are complex and non-linear. It’s not so much buy or sell though I know the facile and simplistic mind holds on to those binaries.
I think that DeepSeek, and models that use a similar strategy, will i…