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26min chapter
DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel
Bankless
AI Training and the Semiconductor Landscape
This chapter explores the complexities of AI model training and inference, contrasting the resource demands of platforms like ChatGPT and the subscription models available. It emphasizes NVIDIA's competitive edge in the semiconductor industry, touching on profit margins and the evolving landscape shaped by companies like Amazon and AMD. The discussion also highlights the implications of advanced software developments and chip manufacturing challenges on the future of technology and its market dynamics.
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