• Justin@lemmy.jlh.name
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    27 days ago

    Nvidia cards were the only GPUs used to train DeepSeek v3 and R1. So, that narrative still superficially holds. Other stocks like TSMC, ASML, and AMD are also down in pre-market.

      • Justin@lemmy.jlh.name
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        27 days ago

        Ah, fair. I guess it makes sense that Wall Street is questioning the need for these expensive blackwell gpus when the hopper gpus are already so good?