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Ray Bod
Bloomberg Television
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Comments by "Ray Bod" (@raybod1775) on "Alibaba Says Its AI Model Is Superior to DeepSeek" video.
Everyone will continue to use Nvidia because everyone will be competing to use the fastest semiconductors. No one knows how enormous of a network of semiconductors Alibaba and other Chinese companies use to train models.
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Nvidia will continue to benefit with AI competition because companies will need faster processing to compete, both create and provide services for new models. It’s a very large world that doesn’t want to be left behind.
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