Re:Nvidia, ASML Plunge as DeepSeek Triggers Tech Stock Selloff
by bdelmas on Tuesday January 28, 2025 @10:39AM
(#42853545)
I agree but in the short/medium term, I think it will slow down because companies now will prefer to invest in research to optimize (training) costs rather than those very expensive GPUs. Only when the scientific community will reach the edge of what is possible in terms of optimization that it will be back at pumping GPUs like today. (Although small actors will continue to pump GPUs since they do not have the best talents to compete).
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