Some questions about AI investment risk copiedfrom LinkedIn

來源: 2025-01-07 07:58:10 [舊帖] [給我悄悄話] 本文已被閱讀:

Is NVIDIA, OpenAI, Microsoft Etc, in trouble? Sam Altman sounds threatened, and tech giants are sweating. Here's why: 

DeepSeek just outperformed OpenAI in 2 months with $6M versus OpenAI's $6B and decade of R&D.

→ The DeepSeek Breakthrough:
• Built competitive AI for just $5.58M
• 2.78M GPU hours (vs Meta's 30.8M)
• Using restricted Chinese GPUs
• Matches top AI performance

Translation: They did with $6M what Big Tech does with billions.

→ The Market Implications:
• NVDA's GPU pricing under pressure
• MSFT's massive AI investment questioned
• OpenAI's cost structure threatened
• AI democratization accelerating

One media analyst says,"....they will realize that most of Nvidia’s revenues and future demand for its GPUs were totally fabricated, as I have documented so many times...."