Ending the Deepseek fear once and for all.
Let me wave something shiny in front of you monkeys. (Kidding. But seriously listen up.) Nvidia was never in any danger for multiple reasons.
Deepseek is a LLM.
Nvidia makes GPUS. Not LLMs.
Deepseek is not a GPU.
Creating the hardware (the GPU) is not enough. Nvidia has an entire software ecosystem surrounding it that is practically impenetrable at this point due to how much it would actually cost other countries to get onboard with unanimously operating on a GPU that is on the same level as Blackwell/Reuben.
Operating on a GPU as powerful as Blackwell or Reuben is also not enough. The chip itself along with the data centers have to be liquid cooled to support them.
Nvidia has even adopted the R1 Deepseek onto its platform. Yes. Nvidia is actually a cloud service provider now. Even more powerful than before and a bigger threat to Microsoft, Apple and Google. Who would’ve guessed.
China can come out with however many LLMS they want to. Who cares at this point. I have said this before. The race for the most powerful GPU in the world is over. The only reason the market sold off the way it did is because people never understood Nvidia in the first place. Just like sheep they hear “AI” and China and panic. Enough already.
And for the last time. Deepseek is NOT A GPU.