DeepSeek A.I. Efficiency "Proof Point;" AMD, AVGO, INTC & QCOM Undervalued

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  • Опубліковано 5 лют 2025
  • There's more to DeepSeek than utilizing cheaper methods for A.I. platforms, according to Oliver Blanchard. He argues the technology signals a shift to more efficiency in the space and will lead to an increase in hybrid A.I. training models. Oliver labels AMD Inc. (AMD), Broadcom (AVGO), Intel (INTC) and Qualcomm (QCOM) as A.I. plays investors overshadowed in recent months.
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КОМЕНТАРІ • 10

  • @UziGameGP
    @UziGameGP 6 днів тому

    Happy New Year, at Jan end, that's criminal ans atupid lol

  • @joesphreiley7757
    @joesphreiley7757 8 днів тому +6

    Deepseek lied about their cost and never mentioned the Nvida chips that are driving their platform, on Monday Deepseek experienced a major Cyberattack, the company had to shutdown App downloads.

    • @apollocobain8363
      @apollocobain8363 8 днів тому +2

      DeepSeek says they have 10,000 Nvidia A100s on the backend which they "stockpiled before the ban."

  • @jag61688
    @jag61688 8 днів тому +5

    The US has been restricting Chinese access to all these fancy chips and they still beat the Technofeudal bros. Admit it, the US is losing on all fronts, the decline is upon us and the current system has failed. Don't count on billionaires to save you now

    • @griefg2967
      @griefg2967 8 днів тому +1

      DeepSeek has 50000 A100.

    • @jag61688
      @jag61688 7 днів тому

      @@griefg2967 my point still stands, US restricts supply of superior chips than A100s and is still losing. Imagine where else they are losing... the empire is dead

  • @martinwegner9802
    @martinwegner9802 8 днів тому +1

    ASICS is not the way! You need to have universal GPUs.

  • @K_Super999
    @K_Super999 7 днів тому

    This guy somes across terribly arrogant and condescending