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  1. Embed this notice
    Gabriele Svelto (gabrielesvelto@fosstodon.org)'s status on Monday, 27-Jan-2025 23:19:04 JST Gabriele Svelto Gabriele Svelto

    I had not realized just how bad the news of the DeepSeek chatbot had been for Nvidia's stock price. I suppose that placing all your bets on a bullshit technology that nobody wants has its downsides.

    In conversation about 4 months ago from fosstodon.org permalink

    Attachments


    1. https://cdn.fosstodon.org/media_attachments/files/113/900/711/477/325/667/original/ada3692fb70b058f.png
    • Embed this notice
      翠星石 (suiseiseki@freesoftwareextremist.com)'s status on Monday, 27-Jan-2025 23:19:04 JST 翠星石 翠星石
      in reply to
      @gabrielesvelto Still too high - needs to collapse to 0 for the good of humanity tbh.
      In conversation about 4 months ago permalink
    • Embed this notice
      Howard Chu @ Symas (hyc@mastodon.social)'s status on Tuesday, 28-Jan-2025 14:44:19 JST Howard Chu @ Symas Howard Chu @ Symas
      in reply to
      • Ben Hearsum, with elbows up

      @gabrielesvelto @bhearsum and AMD wasting no time to capitalize on Nvidia's misfortune, gotta love it https://mastodon.social/@chromamagic.com@bsky.brid.gy/113901158019698233

      In conversation about 4 months ago permalink

      Attachments

      1. Domain not in remote thumbnail source whitelist: cdn.bsky.app
        James Cuff (@chromamagic.com)
        from James Cuff (@chromamagic.com)
        If life gives ya lemons, better start yerself that lemonade stand stat!! 🤣 Also Rob is superb at the marketing. First rate effort here team AMD. #hpc #ai
    • Embed this notice
      Ben Hearsum, with elbows up (bhearsum@fosstodon.org)'s status on Tuesday, 28-Jan-2025 14:44:20 JST Ben Hearsum, with elbows up Ben Hearsum, with elbows up
      in reply to

      @gabrielesvelto In this case, this dip is because people are worried that a competitor will reduce NVIDIA's profits, no? Not about the fundamental technology?

      In conversation about 4 months ago permalink
    • Embed this notice
      Gabriele Svelto (gabrielesvelto@fosstodon.org)'s status on Tuesday, 28-Jan-2025 14:44:20 JST Gabriele Svelto Gabriele Svelto
      in reply to
      • Ben Hearsum, with elbows up

      @bhearsum I haven't read too much on the topic but it seems that the DeepSeek LLMs are roughly as good (or as bad) as the big bad OpenAI LLMs but need a fraction of the computational power... making Nvidia's future prospect look bad

      In conversation about 4 months ago permalink
      Rich Felker repeated this.
    • Embed this notice
      Rich Felker (dalias@hachyderm.io)'s status on Tuesday, 28-Jan-2025 14:46:11 JST Rich Felker Rich Felker
      in reply to
      • Ben Hearsum, with elbows up

      @bhearsum @gabrielesvelto It's that the competitor (also garbage but that doesn't matter) doesn't need obscene numbers of GPUs and coal power plants to get the same (garbage) results.

      In conversation about 4 months ago permalink

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