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14min chapter
DeepSeek Deep Dive
The Truth of the Matter
AI Competition and Stock Fluctuations
This chapter examines the recent fluctuations in NVIDIA's stock amid rising competition in artificial intelligence. It discusses the implications of new innovations like DeepSeek's R1 model and the geopolitical dynamics affecting AI chip sales, particularly with respect to U.S.-China relations. The analysis highlights how export controls and technological advancements can shape the competitive landscape of AI development and stability in the market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode