First off, let’s delve into Huang’s explanation regarding DeepSeek’s R1, which apparently demands 100 times more computational resources in comparison to pre-training models due to the scaling of inference time. Frankly, for most of us, this might sound like jargon. However, on a surface level, one could interpret this as a strong market position for DeepSeek, potentially leading to significant growth in Nvidia’s projections as DeepSeek and other similar models gain traction. Another mystery lies in the long-term implications of Huang’s anticipated showcase at Nvidia’s GTC event on March 17.
“We are set to introduce a substantial leap in performance,” Huang announced. “So, join us at GTC, where I will elaborate on Blackwell Ultra, Vera Rubin, and unveil the next innovation with just one click. We have some truly exciting new products in store for GTC.” Personally, I believe that these upcoming chips could surpass Blackwell’s capabilities and further solidify Nvidia’s dominance in the industry.
Furthermore, it remains uncertain how the development of AI infrastructure by various nation-states will impact the demand for Nvidia’s chips. Anjney Midha, a general partner at A16z, suggests that the market may be overlooking this opportunity (refer to the “Opening Bid” episode).
I do not claim to be an overly optimistic Nvidia enthusiast, as that holds little weight. However, I do adhere to practical reasoning when analyzing stocks, companies, and industry leaders. Speculating on Nvidia’s future based on the information we have suggests a positive outlook rather than a decline by the end of 2025.
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