The AI bubble begins to crack.
Steve does a better job elaborating on that than I ever could in this text body.
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Darkassassin07
in reply to Darkassassin07 • • •ultimate_worrier
in reply to Darkassassin07 • • •Just as I bought calls on NVDA when no one realized that NVDA’s CUDA was the only game in town for LLM acceleration, I’ll now be putting in put orders on NVDA set to trigger at high because NVDA and OpenAI have signalled that they will eventually cede all ground to their competition.
It would be such sweet karma if an open source model like DeepSeek would make the for-profit models benefitting NVDA, Oracle, MSFT, OpenAI, Anthropic, and Palantir utterly worthless. I’m thinking that WILL eventually come to pass.