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Dustin's avatar

I mean, I don't know (and neither does anyone), but it seems quite plausible that DeepSeek affected Nvidia prices. If the price runs up because everyone thinks you need the latest Nvidia hardware in vast quantities and then someone comes along and proves you can do it with a limited number of functionally-older hardware, then that price run up was not justified.

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Burgs's avatar

It affected the price because it was older Nvidia hardware. That makes their newest offerings look potentially overpriced/overvalued.

Also, OpenAI was charging $200 month for their latest model, and this Chinese company only wanted a tiny fraction of that. That absolutely calls into question how much these AI companies are going to be able to charge and earn.

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