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Comment by dogma1138

Good time to buy then, I don’t understand how stupid some traders can be.

A more efficient model is better for NVIDIA not worse. More compute is still better given the same model. And as more efficient models proliferate it means more edge computing which means more customers with lower negotiating power than Meta and Google…

This is like thinking that if people need to dig only 1 day instead of an entire month to get to their nugget of gold in the midst of a gold rush the trading post will somehow sell fewer shovels…

parent dogma1138 1 year ago

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