Comments by "Me andmi" (@629Justme) on "Bloomberg Podcasts" channel.

  1. I KNOW that it more an reaction to the idea than an understanding how it all works. Nvidia became a leader in AI development because its GPU hardware is designed to do a lot, a whole lot, of parallel processing at the gigahertz level. It turns out that AI works very well on hardware that processes in parallel. All AI software (pretty sure) runs better on parallel processing hardware than the options. This means that it was an misunderstanding of what was accomplished when DeepSeek was announced. If deepseek runs very well on basic hardware - btw, deepseek was complied and coded on Nvidia hardware - how much better will it run on the best Nvidia hardware. It a confusion thinking that AI is solely dependent on hardware forgetting that its - synergistic relationship - the coding - the software that IS AI. In every case. Its not the hardware that IS AI, its the coding that makes it all possible. So AI, in everycase runs better - best - on parallel processing hardware. Deepseek is the software. Nividia is the hardware. Nvidia does parallel processing hardware better than any one else. Nvidia stock should had remained as it was or even rose a bit because of this announcement. Instead "computers for dummies" didn't understand what the synergistic relationship of the product launch meant. It means that if Deepseek runs good on old hardware, "Windows XP" hardware. Deepseek will run supremely on new 2025 hardware. Nvidia stock will recover as soon as level understanding comes back in. For now those of us that understands the mistake will LOL, silently and glad that the overreach is over. I wonder if AMD stock took a bit of an upturn as its parallel processing hardware comes in a bit more affordable.
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