Posted on 01/29/2025 9:43:48 AM PST by SeekAndFind
Given Deep Six is based on pirated nvidia chips……
MSN Money: “There is only one chip company in the world launching autonomous, robotics, and broader AI use cases, and that is Nvidia,” said Wedbush analyst Daniel Ives.
Bernstein has reiterated its outperform ratings on Nvidia, with a $175 price target, and Broadcom, with a $220 target, saying it continues to like those names within the U.S. semiconductor sector.”
CCP: Chinese Communist Party actually means Cut, Copy, Paste.
My personal take...
After the initial shake-out, more voices calling for temperance rose to the surface.
While it is entirely possible that a more efficient model could lead to weakening demand for Nvidia’s chips, it is far from a guarantee. In fact, it could have the opposite effect: It could lead to increased demand. There is a concept in economics dubbed the Jevons Paradox that may apply here — that is, increased efficiency in a market leads to more demand, not less.
If DeepSeek’s model leads to AI models in general taking a leap forward in efficiency, I believe that AI applications will become more useful and ubiquitous, and thus demand will increase. We will see how this pans out, but the initial panic has subsided, and today saw Nvidia’s stock recover somewhat.
My personal take...
After the initial shake-out, more voices calling for temperance rose to the surface.
While it is entirely possible that a more efficient model could lead to weakening demand for Nvidia’s chips, it is far from a guarantee. In fact, it could have the opposite effect: It could lead to increased demand. There is a concept in economics dubbed the Jevons Paradox that may apply here — that is, increased efficiency in a market leads to more demand, not less.
If DeepSeek’s model leads to AI models in general taking a leap forward in efficiency, I believe that AI applications will become more useful and ubiquitous, and thus demand will increase. We will see how this pans out, but the initial panic has subsided, and today saw Nvidia’s stock recover somewhat.
Interesting though, they are competing with another Chinese LLM, Alibaba’s Qwen.
A fool and his money are some party... and the AI hawkers are partying all the way to their Cayman Island accounts.
I suspect the Nvidia chips are too expensive and too power hungry for consumer use. They’re probably too capable for widespread military use.
They’re great chips, but their market may not be as large as hoped for.
Be aware, I’m not a great investor. My mom with an eighth-grade education was a great investor.
“Technology stocks were rocked to their core”
NVDA still up 100% in a year.
2,000% in five years.
Qwen, also known as Tongyi Qianwen (通义千问), is a family of large language models developed by Alibaba. The latest version, Qwen 2.5, has been making headlines for its impressive performance. Alibaba claims that Qwen 2.5 outperforms other leading AI models, including OpenAI’s ChatGPT, DeepSeek’s V3, and Meta’s Llama 3.1.
Copilot: Qwen
Every country in the world is going to require millions of them for data centres that are currently being planned or under construction. The market for NVIDIA chips is going to be strong for a long time to come.
“I suspect the Nvidia chips are too expensive and too power hungry for consumer use. They’re probably too capable for widespread military use.”
Nvidia has consumer GPU chips. Here is a gaming PC for $849. https://www.bestbuy.com/site/cyberpowerpc-gamer-master-gaming-desktop-amd-ryzen-5-5500-16gb-memory-nvidia-geforce-rtx-4060-8gb-1tb-ssd-black/6575120.p?skuId=6575120
Then there are their “AI” processors which are used to train AI programs.
Go figure. ChiComms lied. Their spyware is a house of cards.
Yes, I saw that too, thanks. The Tech Space is always crackling with energy, and much of it is reciprocal.
More importantly...
What did Nancy Pelosi do?
New technology disrupts but that is how new growth curves are created. Sometimes disruptive technologies like AI get disrupted because that’s where the focus of innovation is. Some like Apple have often done to themselves because they are already thinking at least one generation ahead. The timing may be a surprise but as one who is long on NVDA. I will be interested in how they respond over the next few quarters.
And Nvidia is more than a chip company. They are a software and network company. As an example, they have more software engineers than hardware. Their CUDA environment leads the AI deployment systems. It compiles a number of languages for AI use on their chips. Their purchase of Mellanox gave them the fast network technology for data centers.
I bought NVDA Monday and yesterday. There’s nothing about DeepSeek that indicates the need for Nvidia’s GPUs is going to decline. And I don’t need the money short-term.
PELOSI DUMPED ALOT OF HER STOCK IN THAT COMPANY-—MAYBE GAINED ABOUT $12 M
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