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Re:DeepSeek just open-sourced its inference engine by bornfreddy on Tuesday October 20, 2026 @01:24PM (#50169704)
It's all downhill for OpenAI and Anthropic investors, because they will never recoup what was invested. NVDA is safe(r) - Huawei first needs to catch it, and as AMD learned, it's a fast moving target.
Re:DeepSeek just open-sourced its inference engine by jacquesm on Tuesday October 20, 2026 @01:34PM (#50169824)
Indeed NVIDIA has an actual moat. The other two, not so much.