Re:The Short Case for Nvidia Stock
by Vegenoid on Monday January 27, 2025 @05:39PM
(#42846586)
Because DeepSeek demonstrates that loads of compute isn't necessary for high-performing models, and so we won't need as much and as powerful of hardware as was previously thought, which is what Nivida's valuation is based on?
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That's assuming there isn't demand for more powerful models, there's still plenty of room for improvement from the current generation. We didn't stop at GPT-3 level models when that was achieved.