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12min chapter
DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel
Bankless
DeepSeek and the Future of AI Industry
This chapter explores the impacts of the DeepSeek model on the AI landscape, particularly its ramifications for NVIDIA's market position following an efficiency breakthrough. It discusses the competitive dynamics between hardware and software, challenges to NVIDIA's dominance, and shifts in demand for computing resources in light of emerging competitors.
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