karyx on Nostr: I was about to write this reply, "Cisco was probably the biggest culprit of the ...
I was about to write this reply, "Cisco was probably the biggest culprit of the dot-com bubble burst..🤔", but Lawrence has already given you the same answer.
But I don't think such a big shock will come to Nvidia anytime soon. It's hard to be free from the CUDA ecosystem in AI development.
Instead, the variable is China. Due to sanctions, China could develop its own AI standards and technology under collaboration with Huawei, Xiaomi, etc. and their AI technology is advancing very quickly. If the DeepSeek shock happens in hardware, Nvidia could (temporarily) become like Cisco.
But I don't think such a big shock will come to Nvidia anytime soon. It's hard to be free from the CUDA ecosystem in AI development.
Instead, the variable is China. Due to sanctions, China could develop its own AI standards and technology under collaboration with Huawei, Xiaomi, etc. and their AI technology is advancing very quickly. If the DeepSeek shock happens in hardware, Nvidia could (temporarily) become like Cisco.