Are you panic selling NVDA because of DeepSeek?

How do you think this was trained? Using their proprietary chipset? Haha

If anything, US companies will double down on training a better model. A lot of smaller companies can now enter the market due to low cost / low barrier to entry. And how do you think those model will be trained?

They are all using Nvidia chipset. If you didn’t know, now you know!

Sell all you can, because people who know will buy low so they can sell even higher.

Update: Found this article that says total REAL cost to train DeepSeek was in the region of 500M when taking into account other costs. This is far higher than what they claimed (6M) but still lot cheapr than OpenAI's $7b budget. https://www.interconnects.ai/p/deepseek-v3-and-the-actual-cost-of

Is it possible OpenAI was trying to maximise profit by taking advantage of their leading position (as they were under pressure to show some profit for a while). DeepSeek just showed the same (or better) think can be done lot cheaper.