Nvidia $NVDA just released a statement regarding DeepSeek:

BULLISH!!!

1) GPU Demand: The mention that "Inference requires significant numbers of NVIDIA GPUs" directly implies that there's a sustained or even increasing demand for NVIDIA's hardware. This is positive for NVDA as it underscores the need for their products in the AI…

— DJC (@MarketInvestorX) January 27, 2025

所有跟帖： 

• 看了各路專家七嘴八舌的議論，其實還真是NVIDIA這個聲明在技術上把DS的意義說明白了 -Wei_PDX- ♂ (36 bytes) () 01/27/2025 postreply 13:36:36

• 讚！Super Bullish -BatBat- ♂ (0 bytes) () 01/27/2025 postreply 13:55:38

• 沒有super哦，NVIDIA statement 是冷靜客觀的 -Wei_PDX- ♂ (0 bytes) () 01/27/2025 postreply 14:20:19

• 如果你想了解Nvidia說的Test Time Scaling是什麽。 Huggingface有一篇講解文章 -未知- ♂ (325 bytes) () 01/27/2025 postreply 14:47:18

• DS用了5萬張NVDA的H100顯卡，但是他們不能說，因為怕美國知道後收緊封鎖。 -jw2009- ♂ (0 bytes) () 01/27/2025 postreply 15:25:20