[–] leifmetcalf 1y ago ↗ This seems pretty convincing to me.At the very least, the story that NVDA dropped because the Deepseek announcement reduced expected demand for cpus seems inconsistent with typical market behaviour. I wonder if we’ll see a correction of the narrative in mainstream outlets.
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[ 4.5 ms ] story [ 81.0 ms ] threadAt the very least, the story that NVDA dropped because the Deepseek announcement reduced expected demand for cpus seems inconsistent with typical market behaviour. I wonder if we’ll see a correction of the narrative in mainstream outlets.