CrunkLord420 on Nostr: NVIDIA trading like bitcoin right now. I might buy some here, but in bitcoin land I'd ...

NVIDIA trading like bitcoin right now. I might buy some here, but in bitcoin land I'd wait several days post-crash before buying. Falling knives and all that.

It's interesting to see the reaction specifically by NVIDIA to DeepSeek. Why? DeepSeek was trained on NVIDIA cards. Does this mean analysts are pricing in the idea that H100s is all you really need for frontier models. CapEx is done?

I don't think so. LLMs are not the end game of AI training. They're not even that good, yet.