Why Nvidia is going to have it's deepseek moment soon
5 comments
If I bought one share of NVDA every time I read a crazy post like this on HN I’d have more money right now than Bezos :-)
my personal fav: https://youtubetranscriptoptimizer.com/blog/05_the_short_cas...
my personal fav: https://youtubetranscriptoptimizer.com/blog/05_the_short_cas...
hey I am not hating on NVDA all I am saying is something like this is bound to happen and honestly that Is great for people that want to invest at a discount price like you should.
and what is China's market for High Tech chips outside of China?
Will you buy an AI GPU coming from China on which you will train your sensitive data?
People, really create some facts without checking some simple basic things. Huwai was banned for modems in the Western world but sure we will buy their AI GPUs LOL.
And at the same time how can it be that Chinese companies want the far inferior H20 or soon B20 instead of anything coming from China itself??? Nvidia has warned us that they can't provide the demand for H20 chips due to supply but yes sure Chinese chips will kill Nvidia lol.
Will you buy an AI GPU coming from China on which you will train your sensitive data?
People, really create some facts without checking some simple basic things. Huwai was banned for modems in the Western world but sure we will buy their AI GPUs LOL.
And at the same time how can it be that Chinese companies want the far inferior H20 or soon B20 instead of anything coming from China itself??? Nvidia has warned us that they can't provide the demand for H20 chips due to supply but yes sure Chinese chips will kill Nvidia lol.
keep in mind though that NVDA already had the Deepseek moment, went down 20+%… idiots sold, smart people bought… doubt Deepseek-type “crash” will be coming again but never say never…
Yeah your right, that's my point smart people buy the dip, but that was with llms, I think its quite the possibility considering china is producing 2 or three times as much energy, and NVDA, are creating energy efficient gpus, china does not have to worry about that they can make it as powerful as they like.
NVIDIA is a stock with a high barrier of entry. It has been on a rise for a while now and so investing in the company right now would not be smart. Waiting for the barrier of entry to go down would be the right time.
NVIDIA is going to see its own version of the deepseek panic, that blew up the markets. Right now china is not producing GPU's at the level the US is. But it is only a matter of time. The reason I say that is China is way ahead of us in energy production and it isn't even close. NVIDIA is producing energy efficient GPU's. China does not have to worry about that. And there bound to produce GPU's at the level we are sooner or later. Where it is six months or a year. It is bound to happen, and when it does the stock market is gonna go nuts. Investors are gonna panic, and NVIDIA stock is gonna plumet. That is the ideal time to invest heavily in NVIDIA.