Author

The article discusses the impact of deepseek's rise in the AI space on nvidia and other AI chip companies, focusing on market shifts towards democratization and efficiency that challenge traditional models and margins.

Technology After DeepSeek, Nvidia and the AI boom hyper scalers that hoard its chips face new questions
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Fear 😨

Happiness 😊 - 25%
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Anger 😡 - 25%
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Surprise 😲 - 25%
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Fear 😨 - 25%
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Mentions in context

Author
😊 Happiness

deepseek had a quick rise to fame after releasing its latest model, deepseek-R1.

Author
😨 Fear

nvidia's stock fell significantly due to market realizations concerning AI model development.

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😡 Anger

openai's ChatGPT was temporarily dethroned in downloads by deepseek's app.

Author
😲 Surprise

Co-founder and CEO of kolena, discussed the impact of deepseek on nvidia's market position.

Author
😊 Happiness

Company co-founded by mohamed elgendy, involved in enterprise AI.