Could someone explain as to why DeepSeek is bad for Nvidia?
The demand for Nvidia GPUs should now go up. Now anyone can run a GPT-like model by themselves. It's a prime time for businesses to start investing and setting up on-prem infra for that. I know some have been avoiding ChatGPT due to legal concerns and sensitive data.
The demand for Nvidia GPUs should now go up. Now anyone can run a GPT-like model by themselves. It's a prime time for businesses to start investing and setting up on-prem infra for that. I know some have been avoiding ChatGPT due to legal concerns and sensitive data.