|
EC SD | I am fine if it is all legit, including their claims on cost/efficiency. Bringing down the cost for AI will greatly increase demand for it. NVDA, and the ecosystem around them, win in either case: less AI applications at higher prices, or more AI applications at lower prices. Both cases require all of the hardware that can be built, in all of the world's factories, and still many years/decades of innovations towards making it faster, cheaper, etc.
The market reaction that the bears orchestrated yesterday, was not legit.
| |
|
Deepseek legit?
