I’d be interested in your take on the impact of economies of scale on NVDA, i.e. the premium per chip is reduced but the cost to produce viable AI models has now opened the doors to many new market participants who now may potentially become buyers of NVDA processors.
Generally, I’m in agreement. I think this actually dramatically accelerates the AI narrative. I’m not ready to close my NVDA positions yet, but I’m certainly buying more tech.
No one is looking in the right spot imo. This is not 2000 with tech companies and IPOs with no earnings. This is 25 years later with millions of memes being created every day though ICO all of which have ZERO utility. Utility in coins = no earnings in IPOs from the 2000s imo.
I read Meta had numerous “war rooms” going because they can’t figure out how DeepSeek is doing it. If Big Tech really is outmatched here, then how would that change the technicals over the next 6-12 months? COuld we see small cap startup that figures it out rocket up?
Also, is it possible that the new 500 billion investment into AI was because they knew China had made a huge leap over us in AI?
My biggest question is how will this impact the power requirements and data centers demand?
I’d be interested in your take on the impact of economies of scale on NVDA, i.e. the premium per chip is reduced but the cost to produce viable AI models has now opened the doors to many new market participants who now may potentially become buyers of NVDA processors.
Generally, I’m in agreement. I think this actually dramatically accelerates the AI narrative. I’m not ready to close my NVDA positions yet, but I’m certainly buying more tech.
No one is looking in the right spot imo. This is not 2000 with tech companies and IPOs with no earnings. This is 25 years later with millions of memes being created every day though ICO all of which have ZERO utility. Utility in coins = no earnings in IPOs from the 2000s imo.
I read Meta had numerous “war rooms” going because they can’t figure out how DeepSeek is doing it. If Big Tech really is outmatched here, then how would that change the technicals over the next 6-12 months? COuld we see small cap startup that figures it out rocket up?
Also, is it possible that the new 500 billion investment into AI was because they knew China had made a huge leap over us in AI?