NVDA is on sale today bc of Chinese panic, just go buy it by the truckload.
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Poast new message in this thread
Date: January 27th, 2025 9:56 AM Author: trip useless round eye cumskin
i moved MDB premarket into NVDA and since then MDB is up over 5% while NVDA only .7%
IM 180
(http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2,#48594250) |
Date: January 27th, 2025 10:55 AM Author: Dull floppy rehab
As a big NVDA holder, this is the first time in a long while I am worried about holding the stock
If the DeepSeek architecture is what they say it is, you will need close to an order of magnitude less GPUs. You will still need NVDA, but instead of buying 1000 cards, you will only need like 50 to accomplish the same goal
Needless to say, given the sales growth expectations embedded in NVDA at their current price, this could be a catastrophic re-adjustment
If we see a major US player move to the DeepSeek architecture I would start to freak out
(http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2,#48594410) |
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Date: January 27th, 2025 2:05 PM Author: Dull floppy rehab
It could be feasible that budgets remain the same, and players use the efficiency savings to simply scale more like you say. However, this could be (for a simple example) going from 1000 GPUs to 500 GPUs and still getting 10x the efficiency as previous architectures. Some players may view that as good enough given manpower limitations etc. There are just not that many companies out there with the capex budgets to be buying chips like this at scale, and those that do exist are already doing so.
And in that case NVDA could miss estimates by 50% down the line. Given it’s valuation multiple they can’t be anything short of perfect to keep rising
Fundamentally, this introduces a lot of uncertainty in trajectories which will cause some people to cash out and wait until it becomes a bit more clear
I am speaking about tactical investing here, and not long term buy and hold
(http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2,#48595097) |
Date: January 27th, 2025 1:37 PM Author: trip useless round eye cumskin
because of this faggot thread i sold my AMD and put it in NVDA
i also sold MDB and put it in NVDA, since then MDB was up as much as 8% while NVDA shares i got are down 5%
im suing if this thread ends up not accurate
(http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2,#48594971) |
Date: January 27th, 2025 1:50 PM Author: Opaque turdskin
using a distilled version of R1 locally is like installing a retarded xo poaster.
to run deepseek-r1:671b you need NVIDIA chips - the market wants AI running locally not in China or Silicon Valley.
(http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2,#48595020) |
Date: January 27th, 2025 8:33 PM Author: Opaque turdskin
May release…
NVIDIA Project DIGITS
A Grace Blackwell AI Supercomputer on your desk.
Powered by the NVIDIA GB10 Grace Blackwell Superchip, Project DIGITS delivers a petaflop of AI performance in a power-efficient, compact form factor. With the NVIDIA AI software stack preinstalled and 128GB of memory, developers can prototype, fine-tune, and inference large AI models of up to 200B parameters locally, and seamlessly deploy to the data center or cloud.
$3000 each
$9k to run DeepSeek locally in each of SMBs and WFH mos who want to replace themselves
(http://www.autoadmit.com/thread.php?thread_id=5671126&forum_id=2,#48596443)
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