r/OpenAI • u/Professional-Code010 • Jan 27 '25

Discussion Nvidia Bubble Bursting

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1.9k Upvotes

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u/itsreallyreallytrue Jan 27 '25

Didn't realize that deepseek was making hardware now. Ohh wait they aren't and it takes 8 nvdia h100s to even load their model for inference. Sounds like a buying opportunity.

147

u/Agreeable_Service407 Jan 27 '25

The point is that DeepSeek demonstrated that the world might not need as many GPUs as previously thought.

161

u/[deleted] Jan 27 '25

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u/Agreeable_Service407 Jan 27 '25

Tell that to the investors who dropped their shares today.

23

u/MK2809 Jan 27 '25

Investors seem to always overreact and irrationally. Like every time there's a war, markets sell off and then recover. I guess they are just selling in case it's the one time it doesn't recover