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A comment on The Short Case for Nvidia Stock. Parent comment

Re:The Short Case for Nvidia Stock by vFunct on Monday January 27, 2025 @01:08PM (#42843918)
I agree that advancements like DeepSeek, like transformer models before it, is just going to end up increasing demand.

It’s very shortsighted to think we’re going to need fewer chips because the algorithms got better. The system became more efficient, which causes induced demand.

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Re:The Short Case for Nvidia Stock by floatrock on Monday January 27, 2025 @06:16PM (#42846962)
obligatory https://en.wikipedia.org/wiki/Jevons_paradox
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Re:The Short Case for Nvidia Stock by diamond559 on Monday January 27, 2025 @06:26PM (#42847039)
More demand for what, chatbots? ai slop? buggy code?
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Re:The Short Case for Nvidia Stock by eru on Tuesday January 28, 2025 @02:04AM (#42849639)
It will increase the total volume demanded, but not necessarily the amount of value that companies like NVidia can capture.

Most likely, consumer surplus has gone up.

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