Everyone says DeepSeek caused Nvidia's stock to crash yesterday. I think this theory makes no sense. understandingai.org/p/i-dont-belie
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I've had a number of people say basically "Maybe Wall Street just didn't notice R1 until a week after it was released." Which seems very very unlikely to me but even if that's true why would everyone have suddenly noticed it on Monday morning?
what do you think about their use of huawei chips for inference and how that could impact future nvidia chip orders?
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I know very little about those stocks but I think data center companies could be hurt by chip tariffs?
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roon
@tszzl
plausible reasons for nvidia drop:
- deepseek success means nvda are now expecting much harsher sanctions on overseas sales
- traders think with a really high tier open source model, it puts several American labs out of a funding model, decreasing overall monopsony power
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