“Nvidia could soon take a serious hit, too”
The market can remain irrational longer than you can remain solvent, but today might be the day.
Yesterday, in my analysis of DeepSeek, I wrote that
This morning, Nvidia is down more than 10% in pretrading.
GenAI economics could get wild.
"Your market share is my opportunity."
LLMs are not the path to AGI, even with $500 billion of compute. There are other approaches to machine cognition which require far fewer GPUs, possibly zero. So, yes, it's only a matter of time.