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.

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

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

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

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

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