Great presentation, as always. Thank you for opening up your commentary and research to us 'little guys' - I love my QuickTakes subscription. Thank you very much 🙂
These guys don't understand at all what's happening in AI. The market for intelligence is virtually unlimited as we are barely scratching the surface of what's coming in the next decade. nVidia's hardware capabilites increase exponentially with each version. The hyperscalers, sovereigns, etc. can't afford not to keep up with hardware advances. DeepSeek will make AI cheaper for the rest of us in the near term which is great, but the competition to be the first to reach super intelligence continues unabated.
Our phone have more computing capacity that a massive computer on the 70s. I think we are going the same route. More computing with less size. Big AI data centers will be more efficient and we will not need as many, IMO.
1) If deepseek enables more efficient/less costy Ai that means the boom goes on. 2) i'm more concerned about 25% tariffs and various other crazy trump ideas.
I don't rates, housing, or inflation coming, certainly not DEBT... I hear a lot of talk about OLD SOLUTIONS that cannot address the current challenges. There is your risk.
Great presentation, as always. Thank you for opening up your commentary and research to us 'little guys' - I love my QuickTakes subscription. Thank you very much 🙂
Eye opening to see that financing costs, at least for the big corporations, are effectively low enough to be basically irrelevant. 💪🏼
Isn't deepseek trained or distilled from OpenAi model?
MAX!
These guys don't understand at all what's happening in AI. The market for intelligence is virtually unlimited as we are barely scratching the surface of what's coming in the next decade. nVidia's hardware capabilites increase exponentially with each version. The hyperscalers, sovereigns, etc. can't afford not to keep up with hardware advances. DeepSeek will make AI cheaper for the rest of us in the near term which is great, but the competition to be the first to reach super intelligence continues unabated.
Our phone have more computing capacity that a massive computer on the 70s. I think we are going the same route. More computing with less size. Big AI data centers will be more efficient and we will not need as many, IMO.
DeepSIX is hilarious
Lol…a Washington Post reporter interviewed on PBS kept calling it “Deep State”
God bless him.
1) If deepseek enables more efficient/less costy Ai that means the boom goes on.
2) i'm more concerned about 25% tariffs and various other crazy trump ideas.
I don't rates, housing, or inflation coming, certainly not DEBT... I hear a lot of talk about OLD SOLUTIONS that cannot address the current challenges. There is your risk.