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...."
