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Comment by djyaz1200

The stock market is overvalued historically, but Deepseek's pause of new user registrations seems to validate the bull case for Nvidia.

https://techcrunch.com/2025/01/27/ai-startup-deepseek-pauses...

I don't believe it was a cyber attack; I think it's just usage overload. If I'm right, the next steps will be for them to throttle usage by price increase or some other method. Or they will have to find another order of magnitude of efficiency, and then that will be gobbled up and maxed out days after they introduce it.

The theme here is the demand for AI is nearly limitless and the supply (for now) is constrained by Nvidia.

parent djyaz1200 1 year ago

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