Ask HN: Confused about how DeepSeek hurts Nvidia

I’m genuinely confused about why people think Deepseeks results will mean fewer GPUs being needed in the future. DeepSeek won’t be top dog forever. At some point, all their big competitors will figure out how they created their model, copy the approach, and get the same efficiencies. After that, why wouldn’t every competitor add more compute to go beyond DeepSeek’s capabilities and each other? Is there some experimental evidence out there that having 10X or 100X the compute DeepSeek used for training wouldn’t result in a much more advanced model?