Nvidia's future in focus as Big Tech embraces DeepSeek

Tae Kim, author of ‘The Nvidia Way,' joins CNBC's 'The Exchange' to discuss outlooks on DeepSeek, Nvidia, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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[@CharlieNelson8]

Nvidia is indeed making impressive strides in the AI space, and I'm optimistic about their potential. However, I'm considering diversifying my portfolio to minimize risk. I'm thinking of investing $20,000 in Palantir, which also seems to be innovating in the AI space. What are your thoughts on this move?

[@berniceburgos-]

Not bad picks. Stocks like Tesla and NVIDIA still have some way up to go. It's always a good idea to go over it with a financial advisor. You might get new insights on how to go about it and that increases your chances of making huge profit.

[@Helen_white1]

When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilizing a financial advisor for more than 15 months now, and I've made over $800,000.

[@Theodorebarba]

bravo! I've been getting suggestions to consider financial advisory, but where and how to find someone reputable has been challenging, mind if I look up the advisor guiding you please?

[@Helen_white1]

I work with Jessica Dawn Walters. Investing with her has been a different ball game entirely so different from the stale methods of managers I’ve worked with in the past. She has a large following and is easily found online.

[@Agatha.wayne0]

Thank you! I entered her full name into my browser, and her website came out on top. I sent her a mail and I hope she gets back to me soon.

[@kindlebox3075]

DeepSeek's AI breakthrough is another reminder of how america, despite being called the 'land of the free' and the 'most advanced nation,' doesn't really celebrate tech achievements from other countries, it seems that all they care is to maintain their dominant power position.

[@lenkiatleong]

"A small step for a man. A giant step for mankind." Do you believe that they do it for mankind?

[@vegamoonlight]

Most advanced nation 😂😂😂😂 That has become dubious every year when you see the real China.

[@firstadopter]

A lot of Americans and VCs were very happy with DeepSeek on my social media feeds.

[@alanwu5788]

exactly

[@DC-qn4wz]

Like the fugitive Edward Snowden warned us long ago, it's all about US supremacy.

[@LauraMiner-p5o]

Everybody going crazy about DeepSeek and Nvidia but I am just a chill guy who invests in Index ETFs.

[@MaryAGunderson]

Could you offer a solid resource for someone who is just starting out in the stock market that describes the various investing vehicles, such as "index ETFs"? I have 50k to invest, but I do not know anything yet.

[@JettaJWalls]

Having an investment advisor is the best approach to the market especially for a newbie like you. I was going solo without much success until my husband introduced me to an advisor. I've achieved over 80% capital growth since Q3 last year, excluding dividends. So i will advise you get one as well.

[@AlpayWester]

Could you recommend who you work with? I really could use some help at this moment please.

[@JettaJWalls]

Lauren Christine Campbell is the CFA I work with and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@AlpayWester]

Thanks for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon.

[@applec.397]

The host is evil! Come on, just say China has the best engineers!

[@rbal5491]

bot

[@theone-y5q]

@@rbal5491 cia bot

[@firstlast-pt5pp]

not best - "elegant" engineers that give elegant solution - the most desired attribute in the STEM field

[@JimboJimbo-i4i]

Who cares shes gorgeous

[@Startrance85]

Communist bot spotted.

[@dcflyer1228]

Open source is beneficial for everyone, except monopolies.

[@m.preacher2829]

if openai is open source, China will then dominate all the areas from all over the world. The US, EU would become like Africa' scounrties 🤣🤣🤣🤣🤣🤣🤣🤣

[@kindlebox3075]

DeepSeek's AI breakthrough is another reminder of how america, despite being called the 'land of the free' and the 'most advanced nation,' doesn't really celebrate tech achievements from other countries, it seems that all they care is to maintain their dominant power position.

[@TC-yg4dn]

Let’s open source the Nvidia Blackwell architecture…it will be a game changer…there would be faster breakthroughs for sure…

[@eSKAone-]

The race will be sped up and NVIDIA wins. More players will enter the race NVIDIA wins

[@hackbaba999]

@@kindlebox3075 This just demonstrates White Supremacy at it's core.

[@TerriEckel-k1e]

I'm interested in starting my investment journey, but I feel a bit overwhelmed and unsure of where to begin. Could you offer any advice or recommend trustworthy contacts who can provide guidance?

[@MaryScout-u5l]

Seeking professional guidance when building an investment portfolio is a smart choice, as the process can be quite complex.

[@FreddieJack-q3t]

Seeking guidance from financial experts like Alana Ringberg to refine your investment strategy is a smart decision.

[@MiaOlivia-b3x]

Wow, you know her too? I struggled as a beginner and lost a significant amount of money until I came across Mrs. Alana Ringberg on CNBC. Since then, she has been managing my portfolio with outstanding returns, and I truly appreciate her sincerity and genuine services.

[@JacksonLuca-s4q]

Wow, Alana manages my investments entirely, allowing me to sit back and make weekly withdrawals without any need for trading knowledge. She handles everything herself.

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At first, I was skeptical when I saw testimonials about Alana, but I decided to give her a chance. Since then, she has consistently delivered excellent returns on my investments.

[@Kevin-t8t2n]

America's AI is being developed by Chinese in America while China's AI is being developed by local Chinese. Where are Americans?

[@aajabbinmagosh5509]

You mean the red Indians? the rest are immigrants 😂😂

[@kazedcat]

The Americans are waiting with their pockets open for the billions of dollars going in. Just ask Sam Altman how fat his pocket has become.

[@jacktran7024]

jensen wouldn't have been able to do what he did if he were in china------no free thoughts and not enough to eat when growing up so ppl worrried about food and not graphixxxx for video games. it is the abundance of personal freedom to think and innovate and it only can happened in America.

[@上原恵太郎]

@@jacktran7024 nguyen starting to sound like a patel. haha

[@bentumblingh6640]

but Arnel Pineda is Filipino

[@a9udn9u-vanced]

Looking forward to watching the meltdown on news when China makes better chips than Nvidia

[@calicoesblue4703]

Not necessarily true. Deepseek uses Navidia chips before the ban by the USA took place. China has been trying to get America to unban there is chips because it hurts Chinese innovation & companies.

[@momo36542]

Why the US is so obsessed with winning the tech war? Why don't they focus more on betterment for users? The US is ridiculous! No wonder anything that comes out of the US is more expensive.

[@regophil]

It is all about money.

[@jin_asap]

Control of the world.

[@eobias]

Ita about western values and free zpeech..do you lile chinas values domonate and make censorhip normal?

[@lukelee6680]

@eobias its about NVIDIA‘s profit， its about Closed ai’s profit。

[@jin_asap]

@ Ironically, the Chinese people know much more about u than u know about them. Stop preaching that free speech nonsense

[@ianLord77]

The cat is out of the bag already. I seriously doubt we can best China at anything related to tech. Robotics, EV. drones, solar, fusion and the list goes on and on. Just read the news about how they have or are in the process of leapfrogging us. I don’t see why AI would be any different. China has a huge advantage in the number of STEM graduates they produce each year. Check the statistics on Chinese scientists in the US being sidelined and going back to China. And on top of this we have become complacent and lazy. Listen to what Elon Musk has to say about the competency and work culture in China compared to that of the USA. I sure hope I will be proven wrong yet at this stage of the game things are not looking good for us

[@kazedcat]

So you are saying Elon Musk for president

[@SilverSilence002]

Robotics, EV Drones.... You forgot to mention vacuum robots. Chinese makes the best vacuum robot.

[@charlielou2280]

exactly love your comments if i may add Ian, Uncle Sam is a SOUR LOSER that's simple her policy has FORCED China and Chinese to innovate. As a Chinese saying goes whenever there's hardship there's opportunities, DeepSeek is an example

[@EQORIA]

You must be a traitor

[@James-bs8bd]

You just named like all the low hanging fruit of tech

[@wulfychen3058]

Why would China needs Nvidia chips? China has better and more powerful chips coming very soon!!

[@isedwhatwhat]

They really don't. These H100 chips we're complaining about China having are already several years out of date.

[@SKV-q5l]

@@isedwhatwhat DeepSeek has already started using Huawei's Ascend chips, better than Nvidia chips, so the Nvidia chips can just be sent straight to the White House for Trump.

[@rbal5491]

bot

[@cristinskadell338]

UNVERIFIED!! troll bot!

[@spvlinn9009]

910B now and 910C coming.

[@lilly473]

Let those chip companies sink into deep deep trouble. We don't care of the rich common man needs food to eat and feed babies

[@jaquevius]

I don’t mean to belittle your position if you are having trouble attaining food for your baby, but did you know you have an advanced chip in the device you used to post this. Maybe not a chip capable of creating AI, but quite an impressive processor. I remember the early PC’s of the 90’s that had markedly less processing power and RAM than my small phone, and the connection speed was so bad that it took about 30 min to download one grainy pic, forget about an actual video lol. The tech boom has transformed the world, and I suspect this new technology will improve your life again as well.

[@felizh82]

When you have a cancer and heal by new drug, don't forget to thanks to researcher and technology

[@brandonburns5365]

​@@felizh82not everyone goes through this😅

[@felizh82]

@@brandonburns5365 people take technology advancement for granted and without knowing or caring the hardworking from people behind it.

[@SashCohen-t5z]

It’s a matter of time that China will come up with AI chips better and cheaper than NVidia. NVIdia will be obsolete in a few years

[@uItimatewarrior]

All these pro Communist bots in the comments lol. All Accounts created a few days ago.

[@lukelee6680]

@@uItimatewarrior cia bot

[@branbran9129]

😂😂😂😂😂​@@uItimatewarrior

[@polatucos15]

wtf what is this guy talking about...deepseek used nvidia chips for everyone whos wondering.i dont even understand why nvidia is getting impacted by this the one who should be impacted is openai. nvidia only provides the chips the ai is done by other companies. these guys are idiots

[@brandonburns5365]

​@@polatucos15who told you that?

[@NebiheVergara]

The biggest lesson I learned in 2024 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.

[@JeffreysSuttons]

Nobody knows anything; You need to create your process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

[@QuisenberrysClarkes]

@@JeffreysSuttons True, initially I wasn't quite impressed with my gains, as opposed to my previous performances, I was doing so badly, that I figured I needed to diversify into better assets, I touched base with a portfolio advisor, and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.

[@NebiheVergara]

@@QuisenberrysClarkes Could you kindly elaborate on the advisor's background and qualifications?

[@QuisenberrysClarkes]

@NebiheVergara I've shuffled through investment coaches; they can positively impact an individual's portfolio. But do your due diligence to find a coach with grit that withstood the 2008 crash. MARGARET MOLLI ALVEY was better and smarter than all the advisors I have ever worked with. I’ve never met anyone with as much conviction.

[@NebiheVergara]

@@QuisenberrysClarkes I just ran an online search on her name and came across her website; pretty well educated. thank you for sharing.

[@DimitriSantoris]

I'm favoured only God knows how much I praise Him, $230k every 4weeks! I now have a big mansion and can now afford anything and also support God’s work and the church.

[@DimitriSantoris]

Only God knows how much grateful i am. After so much struggles I now own a new house and my family is happy once again everything is finally falling into place!!

[@GregoryHicks-my6uf]

Wow that's huge, how do you make that much monthly?

[@AngelaOrtiz-sf2tk]

I'm 37 and have been looking for ways to be successful, please how??

[@ChrisBunks]

I earn from investing in the digital market with the guidance of (Ms. Evelyn Vera) Brokerage services. I'm happy to talk about it!!!

[@MarvinsMeyers]

I remember giving her my first saved up $20000 and she opened a brokerage account with it for me, it turned out to be the best thing that ever happened to me.

[@Kukaboora]

What a short sighted analysis. How about China will produce their own chips?

[@chinatravelpanda]

u still live in 1776

[@firstadopter]

They don't have EUV.

[@chiaweinam]

@@firstadopter they did not have deepseek too

[@justicerules1373]

​@@firstadopter, they already made 7nm chips and can make 5nm as well. I read a report recently they already have a patent in place for EUV by a company specializ and in optics and chip makers. It won't be long. I think they will have a fully functional in 2 years or less. Huawei Ascend chips already match NVDIA H100.

[@hackbaba999]

White Supremacy and Xenophobia at it's peak.

[@jeremycazee]

I agree that NVDA is seen as the "Stock of the year." I'm interested in identifying potential stocks that could emulate META's growth over the next decade. With $250k allocated for investment, my goal is to retire comfortably.

[@sonyacollins-v9n]

AI, in my opinion, will be the next big thing. Refraining from making snap decisions based on transient fluctuations is essential for long-term growth similar to META. Put patience and a long-term view first, and if you want to make well-informed purchasing and selling decisions, consult a financial advisor.

[@lisahaney-m4o]

Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $150k to over $700k in a few years.

[@JosefaJeunesse]

Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?

[@lisahaney-m4o]

@@JosefaJeunesse She goes by Elizabeth Cordle Gross,I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

[@JosefaJeunesse]

Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing.

[@williamspach2322]

I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $100,000 to create a strong investment portfolio, which stocks would you choose for better returns?

[@teresafields41]

I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.

[@tcortez_70]

Agreed, people often underestimate the role of financial advisors. Over 30 years of data reveal that those who work with advisors typically earn more than those who do it alone. I've been fortunate to work with one for 5 years now, resulting in a million portfolio.

[@Anessa-gibson]

Thanks for sharing your experience! I’ve been managing my portfolio myself, but it’s not working out. Do you have any recommendations for a good investment advisor? I could really use some help.

[@tcortez_70]

Judith B. Richards a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.

[@Anessa-gibson]

I just looked up her website on google and I would say she really has an impressive background in investing. I have sent her an email hope she gets back to me soon. Thanks

[@carbonforms]

Having an open source model on par with one of the top closed source models is truly a gift to humanity.

[@ydliu264]

The best Chinese AI models or projects are from the Chinese government departments, but these are not published. The 2nd best Chinese AI models are from Huawei, ByteDance, Alibaba, Baidu, and other big Chinese companies. The third level Chinese AI models are from different industry and service sectors, such as auto-driving, health or others; for example, AI Doctor are already practicing in some cities in China. The 4th level Chinese AI models are DeepSeek, Kimi, and others. The 5th level Chinese AI models are from universities and high-schools, don’t surprise if some good AI models come out from some high-schools in Shenzhen in China in near future. It is very likely that Huawei will make big impacts on AI development in China in 2025, and years to come. Ten years ago, China stated that China will fulfill “Industrial 2.0” in 2025, and now the “Industry 2.0” will help the AI development whatever needed in China.

[@OlJackBurton]

if Alibaba is 2nd tier and DeepSeek 4th tier, why is Qwen 2.5 max (the best Alibaba supposedly has) benchmarking V3 and not R1?

[@MagdaleneM-f3q]

Alright, I’ve been sitting on this 78k emergency fund like a dragon hoarding gold, and now I’m thinking it’s time to do something smart with it. Bitcoin? Crypto? Stocks? Gold bars under the mattress? This ‘Trump Bump’ sounds like a party, but where’s the VIP section for beginners like me? Any tips before I YOLO my savings?

[@florianmadison]

Follow the S&P 500 by investing in ETFs like VOO, SPY, and SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors in this bull run.

[@ibrahimaisaadan]

Hey, respect for stacking that $78k! But YOLO-ing into crypto might not be the move, bro. Markets are wild right now. I was in your shoes and got a financial advisor who showed me how not to gamble my savings away. Best decision I made-seriously, look into it before diving in.

[@ibrahimaisaadan]

Respect for stacking that $78k! But YOLO-ing into crypto might not be the move, bro. Markets are wild right now. I was in your shoes and got a financial advisor who showed me how not to gamble my savings away. Best decision I made-seriously, look into it before diving in

[@BaffySchenck]

I feel this so hard! I’ve got cash ready but no clue where to start or how to find a solid financial advisor. Seems like everyone’s either trying to sell you a course or a scam these days. Any advice for finding someone legit??

[@ibrahimaisaadan]

There are a handful of CFAs out there. I've experimented with a few over the past years, but I’ve stuck with “ Julianne Iwersen Niemann” for some years now, and her performance has been consistently impressive. She’s known in her field-look her up.

[@matt.stevick]

dude … as someone in these comments every day…. i immediately could tell there was a strange flood of negativity towards nvda that just felt off… like not like other nvda haters and things they always have said. this is china in comments.

[@xiaodongzhao5716]

this guy must hold a lot of NVDA stock, he is shivering, how low will NVDA go, it is way over valued for a bunch of multipliers.

[@lukelee6680]

海外华裔是反华最勤奋的狗，就像没人希望自己卖掉的股票继续上涨，它既然选择了离开就不希望自己离开的地方继续繁荣。

[@felizh82]

the guy is a analyst and go back to check if he says the truth, not everything comes with conspiracy theory

[@lc36163]

China AI switching to Huawei Ascend. No need for Nvidia in the near future.

[@elisakeiper4107]

My portfolio is made up of positions in $NVDA 125k, $VOO 80k, $SCHD 77k and $PLTR 60k. Looking to add growth in A.I stocks before retirement. Any suggestions that would complete the existing positions?

[@britneyfoster-b]

Meta investors have made a killing in the past two years, with the stock up 480%. But having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth by the end of last year, excluding dividends

[@elisakeiper4107]

I'm trying to find a certified one to boost my investments/portfolio, but it's tough online. Can I get a rec from you, since you know about this stuff?

[@britneyfoster-b]

My FA is Gabriel Alberto William, a renowned figure in his line of work. I recommend researching his credentials further. He has many years of experience and is a valuable resource for anyone looking to navigate the financial market

[@elisakeiper4107]

Thank you for this Pointer, I just looked him up on the web and I would say he really has an impressive background in investing. I will write him an e-mail shortly

[@Akirabin897]

self-orchestrated act from indian con artists

[@tonywatt3281]

American patriots need to think about their Astronauts stuck in ISS while Chinese Astronauts back on earth from their own Space station a few months ago and Elon Musk Spacex to the rescue just crashed......Yes US tech is ahead of the race!

[@Smithy-Man]

4:28 Bosa got a bit excited there. Not the Big Tech. First Nvidia predicted this, then Nvidia was the first to acknowledge the efficient model deepseek about the way it is programmed. What we dont know is the fact about the 6 Million $

[@firstlast-pt5pp]

"elegant" solution will do that

[@Elias-mj3hf]

It was not $6 million, apparently $1.3 billion

[@firstlast-pt5pp]

@@Elias-mj3hf - show the maths

[@Smithy-Man]

@Elias-mj3hf Deepseek used 50000 Nvidia GPUs, which alone cost $1.25 Billion, NOT 6 Million, plus labor costs, engineers salaries, plus business costs... and they made it to be used for free?? It is a joke!😅😅😅

[@Elias-mj3hf]

@@firstlast-pt5pp I didnt do the maths, I only read about it bro😂

[@SKV-q5l]

DeepSeek has already started using Huawei's Ascend chips, better than Nvidia chips, so the Nvidia chips can just be sent straight to the White House for Trump.

[@rbal5491]

bot

[@theone-y5q]

@@rbal5491 cia bot is everywhere

[@yamasama1]

complete ass talk

[@yamasama1]

deepseek was based on old nvidia chips! what a load of jackassery

[@theone-y5q]

@ cia bot

[@lahaale5840]

its just a tech not a "WAR".

[@thewishmastur]

That guy is just telling what we want to hear. His job is on the line if he sidesteps the mainstream narrative. 🤣

[@artfulinspirations]

A lot of racial undertones in the Deepseek issue. Most engineers in Silicon Valley are Asian, mostly Chinese and Indians. I wonder how the the Chinese engineers feel about all this anti-China thing. White employees can celebrate their European cultures and heritage. Why can't the Chinese sympathize with theirs? Interesting dynamics there, and it's not healthy for American innovation.

[@Sharon-i8o3t]

I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $250K across markets but don't know where to start.

[@Kimberly-f3n2y]

The safest approach I feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

[@Susan-h7u9b]

I totally agree. A financial advisor can provide valuable insights and help ensure that our investment portfolios are aligned with our long-term financial goals. They have the expertise to navigate through market fluctuations and make informed decisions.

[@KimSeo-yun-p1l]

I will be happy to receive assistance and glad to have someone help me, but how can one spot a reputable one?

[@Susan-h7u9b]

There are many independent advisors to choose from. But I work with EVA MARIA GOUTZO and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.

[@HelenTrinh-e4m]

Thank you for this amazing tip. I just looked the name up and wrote her explaining my financial market goals.

[@richardhudson1243]

AI stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make.

[@HoskinsShanellNicole]

I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

[@mydressmemos]

Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.

[@JacobsErick-u8r]

Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?

[@mydressmemos]

Melissa Terri Swayne’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

[@LUCIASMITH-d1z]

I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.

[@raymondlee8160]

Just a matter of time China doesn't need advance ASML equipments...

[@磐石-w6e]

Huawei Ascent soon will replace Nvidia. By the way, the man is korean. When Koreans know about AI?

[@jessicayoung1190]

Not only that do you expect him to say China is going to win the AI race when his job is on the line .

[@gacemzakaria]

​@@jessicayoung1190 Fair enough

[@RajDeelish]

That makes no sense. The only 2 countries that significantly want to build these massive data centers are the US and China. The only place Huawei will own is China.

[@bos9824]

Samsung, are you dumb?

[@oceanwave4502]

What gets me amazed is that the US, their medias are NOT shy away from publicly seeking dominance at whatever cost for the rest of the world. Do they ever care what people in the Global South think about the US? 😯

[@davidbourne8267]

China will find a way. Humanity needs to get over themselves and work with each other. AI is too dangerous to rush because you're trying to beat the other guy to it.

[@Memedieval]

Why did DeepSeek and ChatGPT go to a party together? Because DeepSeek wanted to show ChatGPT how to have fun without costing an arm and a leg!😄

[@u.s.ninjaleague8930]

A 1.5 ton gpu is not required

[@patrickgz]

that 1.5 ton gpus can still be disassembled and taken in backpacks and reassembled back if needed

[@eSKAone-]

I mean let's face it Nvidia wants to sell as much as possible

[@AlexzDum-6174]

People don’t really realize that Nvidia is the biggest winner from DeepSeek.. Nvidia stock will skyrocket in the near future

[@ktchong4395]

According to AI analyst Alexander Doria: DeepSeek R1 was first trained using Nvidia’s H100, but it now runs on Huawei’s Ascend 910C chip to generate responses. Alibaba's new Qwen 2.5 (which surpasses DeepSeek) is also running on the Huawei chip. I feel like this should be a bigger story than DeepSeek - because that means Huawei can produce GPU that is on par if not better than Nvidia H100, and the US can no longer cripple or slow down China with any chip ban. If Huawei's upcoming 920C (slated for release later this year) meets expectations of surpassing Nvidia's current flagship, Blackwell B200, then it could significantly impact the global AI hardware market - and really hurt Nvidia because the Huawei's new chip will most likely be cheaper and more energy efficient, and we have just found out that the best AI does not need the most expensive AI chip.

[@OlJackBurton]

even if 920C is the real deal, SMIC can't build millions of non defective units with current technology. never mind all the other 7 and 5 nm chips they need to manufacture for smartphones...

[@UpsideDown-e2d]

The US big techs are still concentrating on the Big Sweet Potato approach.😁

[@lunchik2689]

China is 2-3 years behind the US in AI, well Mr Schmidt how does it feel to have to publicly eat your words Export controls means China won't be able to make chips smaller than 14nm, well that was wrong too China made a 7nm chip but they can't do it at scale, hmm well tens of millions of Huawei phones says that's crap as well Do you lot know there's at least 5 other Chinese LLMs? and at least 1 is even more performant in benchmarks than deepseek and 1 was trained completely with Chinese silicon because it was already on the entity list before the GPU bans. Just sit around the campfire telling each other how great we are and ask for another $0.5 trillion because that will fix it

[@Chad_Max]

Relax buddy. LLMs have been around since the 1950s. Its not a novel technology. What has changed is computational power and Nvidia with their GPUs and CUDA dominates that space. The Chinese blowing this popcorn fart means nothing in the big scheme of things...

[@herberthalim8089]

@@Chad_Max So Why NASA ask china technology ? and US so scare of Cina. If US so tough they will not do what they did . US losing in all sector m economy , life expectations , ambulance cost , bwahahah🤣

[@herberthalim8089]

@@Chad_Max Just solve "What is woman" first and "Senator i'm singapore" before chalenging China 😅

[@tonywatt3281]

@@herberthalim8089 🤣

[@dooniskea]

The level of cope is off the scale here.

[@BuildNumber42]

the "too big" argument didn't work well in the past. guys an idiot

[@manjurhasanchisti2264]

Why you see it as war? Why not think it is a development of technology.

[@StellaXType]

because WAR its in your DNA reptilian DNA that has 90% of not changing

[@godzillamothra5983]

China can never beat America because China can't buy American chips, say Americans. But China never think about defeating Americans using American chips. At the end of the day, they want to beat Americans using their own chips. That is the whole point about this competition.

[@alumsey4013]

Description is incredibly misleading, there is no indication that “big tech” is embracing DeepSeek. It’s doubtful that they would run their proprietary information through a model provided by a developer that requires that all information entered into the LLM becomes their (the developers property).

[@tengrici431]

they still talk about stopping to ship ai chips to china. it won't take long and china will make better chips as they did with deepseek. america is ridculing itself with this behaviour their arrogance is just sickening.

[@ThapasonsEnterprise]

Its amazing we are discussing what to do with extra processing power. FINF MORE WAYS TO USE IT ! nVidia is still a winner!

[@smling11]

It is a godsend for the aspiring China engineers and scientists when Biden decided to start semicon and AI war. Without the ban, it was extremely difficult to compete with the established players for China in this expensive game and it was impossible to get serious funding. The Biden has help to kickstart the whole China AI and semicon supply chain in an extremely short time. With China speed, determination, and mass talents, it is a foregone conclusion that these industries shall be in China bag within 2 more years.

[@LorettaParry-c4t]

Got in on *XAI2025K* at $0.70. If it doesn’t 50x, I’ll be shocked.

[@vaidphysics]

"Export controls". If America had its way even oxygen supply would be "export controlled" 😅

[@kcchen5004]

If knowledge distillation is the key for DeepSeek, that means the teacher (OpenAI) quality is very important. Garbage in, garbage out, right?! If this is the case, all big tech will need to invest more to ensure the quality of fundamental models is good and then they can those results to design more specialized and smaller applications. Do I miss anything?

[@kazedcat]

You miss that DeepSeek V3 is open source so they dont need to work on the base model they can just download it. Also Berkeley study already shows that the techniques also works for smaller models. This means even if you have to start from scratch using the Reinforcement learning techniques will allow you to quickly reach parity with the most advance AI's

[@felizh82]

@@kazedcat so you are saying the new model don't need to work on any model and just generate token from nowhere? or just download from other source?

[@kazedcat]

@@felizh82 To train an AI you need to either generate the data or download the data. Open AI downloaded it from the internet now you can just distill it from DeepSeek.

[@jaquevius]

The huge cost, and need for the insane processing power seems to be during the development of the advanced model that can identify and predict. Now it appears you can use that model (free if “open” I guess) and fine tune the training, or train it on different data sets for much less expense? Do I have that correct? If so, does that mean we will have exponential improvements as other companies continue to improve on the others, and so on and so one? Sorry, I’ve never bothered to learn about AI.

[@vijjreddy]

SEEMS DEEPSEEK HAD TAKEN ALL THE TRAINING ALREADY DONE BY SAY CHAT GPT AND OTHER SUCH FIRMS,M AND THEN SAVED ALL THEIR PROCESSING POWER ONLY TO THE INFERENCING ACT..

[@felizh82]

sounds like Deepseek is on inferencing instead of trainging

[@gabrielleyba2842]

ah? it's war? with a straight face? drops of class of this kind are typical of muffled panic-mode, a beautiful sight to behold very much

[@andreinedelcu5330]

oh no, the galactic law of export controls on things produced elsewhere

[@matt.stevick]

0:16 love your book thx tae kim

[@oipedmp2od23]

Could've been a great interview - but - very confusing CNBC; spend just a minute or two explaining context before diving into detail.

[@winningspeechmoments9141]

This guest was real. But imagine if you wanted to speak to a virtual guest that looked real. Just think of how much computing power would be required to achieve that. That is where we are going. Better algos, more computing, less need for humans. That is the thing no one is mentioning.

[@hongjiang3601]

they just need to smuggle each 8 oz. GPU card. then they can build the similar refrigerator with dozens or hundreds of GPU . the rest of 1.5 tons refrigerator is just racks, coolers, connectors, MB, HBM memory,.....etc. that china already has. Moreover, china will build the refrigerator with their Cambricon or Huawei 5-7nm GPU. it maybe less powerful, but will get there. e.g. instead of 30-40 days, it will take 55 days for training. for interference, weaker GPU is fine as revealed by these reporters.

[@Someone-g2n6n]

Just want to point out that the products are billed to Singapore and not shipped to Singapore. They are destined for countries in the US and Western countries. This is clarified by the Singapore Ministry of Trade. So pls do more fact checking and more accurate reporting. Thanks.

[@reptilexcq2]

They don't ship in tons bro, just like they don't build everything at once. You ship piece by piece and build into a big tons.

[@kazedcat]

They don't even need to ship it. They can build their AI supercluster in Malaysia and just remote control it from China. They can even rent their supercluster from Amazon and dont need to buy GPU's

[@pureland2703]

Can't beat those fellas from across the pond.

[@sz5263]

US eats humble pie. Unheard of but inevitable.

[@jackjhmc820]

I was reading taiwanese media quoting chinese communist newspaper "central daily" that deepseek told them they use huawei AI chips that are 80% close to Nvidia a100 but cost 30% vs a100. It s quite ridiculous to assume Chinese companies must use sanctioned chips for their AI, when they can buy 3 chinese chips for the price of one Nvidia a100 chip.

[@matthew04101]

o3 is out now. Can we talk about o3 vs R1. Is o3 much better than R1 like they promise it's going to be ?

[@lovestudykid]

o3-mini-medium on par with R1. o3-mini-high slightly better but significantly more expensive and I believe deepseek could offer a think harder option very soon.

[@Vix381]

Who are you gonna believe, the guy who actually wrote the book on NVDA, or the tech reporter trying to get clicks? This guy obviously knows way more on this than D.

[@aaronzzz8723]

The AI competition between China and the US is actually a competition between CN Chinese and US Chinese.

[@WhiteMochato]

Go to see financial analyst in NY, and ask them why they don't want Nvidia so expensive anymore. They will get the same answer : End of Hight Mergin. They bought Nvidia with a PE of 72 (Apple is 34 and Meta 32) because they priced the high mergin in next 5 years or 10 years. Today, Deepseek show a H800 at 17 000 dollars is enought to make a AI model better than Chatgpt working with 150 000 dollars blackwell. By the way, in CNBC, they say today, all want the AI Model on where Deepseek is based. Nvidia is not a gem anymore. Of course the earning of 2025 will be good, but for 2026, 2027... that will fall step by step ...

[@MemoryKasu]

I think it's important to stick to stocks that are immune to economic policies. I'm looking at NVIDIA and other AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies

[@Mom-q2b9g]

Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a ~20% profit. It's best if you consult with a fiduciary advisor in situations like this so you can make informed decisions.

[@Dave_East]

That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.

[@Ahmad-x7w7k]

Mind if I ask you recommend this particular professional you use their service? i need all the guidance I can get.

[@Dave_East]

I have a female advisor named Jessica Dawn Walters I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.

[@SandraPhilips-p8m]

Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.

[@LumenMichaelOne]

1:50 ... He just explained it Kelly Evens ... 🤷

[@degenwest]

Chinese AI engine vs US(Chinese?) AI engine.

[@RoZoR-t2h]

what is common between covid and deepseek?

[@heekangwang4802]

Dear Tae Kim, do not be too sure about everything. This is China , not Singapore you're talking about!

[@felizh82]

but China still need to smuggle from Singapore, right?

[@suzannesuzanne8947]

@felizh82 any evidence of smuggling or just heresay.

[@felizh82]

@ do you really believe US government don’t know if that large number of GPU goes to China thru Singapore. If that is true, then all US intelligence agencies should shut down

[@stephenleong1526]

CNBC host: “Bingo”…if we try to set aside emotion and attempt to think critically…the insight is not whether developers will figure out a use for compute power over time…we saw that when we had a glut of bandwidth, we find valuable ways to use that bandwidth over time…but not after significant mark downs in bandwidth providers (some senior debt was marked down to less than ten cents on the dollar in restructurings).

[@sk8termhh]

Why does Tae Kim feel the need to wear a 12 piece chicken leg headset

[@tribemayamex]

news get old by the second. you haven't mentioned qwen 2.0 by ali baba

[@firstlast-pt5pp]

@6:30 - heard of being substituted ?

[@willp1653]

I see Deirdre and I check in. She's the only MSM host that has a clue on AI. Why isn't she the lead?

[@keyboardt8276]

It feels like the host invited her to humiliate her with an expert's opinion after Deirdre contradicted her in a video on this subject greatest; it's obvious Deirdre doesn't agree with what the guy is saying

[@wyy0]

One can ship tons of stuff to China-the weight doesn’t matter, if a third country is willing to be the middleman. Put a gps chip in every Blackwell chip so Pentagon can track where it is located. For us national security, buyer has to agree if it wants these chips.

[@suuleye]

UC Berkley research replicated Deepseek R1 for 30 dollars prooving R1 does not need huge compute chips. What is thi guy talking about

[@isedwhatwhat]

No they didn't. That was widely misreported and misunderstood.

[@RajDeelish]

1. We are at the early stage of AI. This is just a chat bot. We want to reach higher levels of AI. The game is long from over, so you still need more development of AI and that's where you need more chips. 2. When AI gets to that next level, you will need data centers to run everything. You are not going to manage 1 million robots from a chat bot on a phone.

[@keyboardt8276]

​@@RajDeelishif each robot has a processor powerful enough to run a local AI, wouldn't the need for powerful datacenter processors reduce?

[@xinyiquan666]

@@isedwhatwhat yes,they did, just not complete, because they did not enough skills, but its replicable

[@kazedcat]

​@@xinyiquan666No they prove that the technique works on smaller model but they did not show that a smaller model can compete with giant models. The model they have develop was very limited and can only solve high school math problems. Not the PhD level problems that o1 and R1 can solve.

[@jimmyf.x.9526]

"can't smuggle1.5 tons" is funny. doesn't he know there are people smuggling cars, tanks?

[@DwayneParsons-t7i]

Tons of cocaine haha

[@wildfoodietours]

The future of technology is here with advances made by DeepSeek.

[@BlackblueCherry-j4y]

The US is in free fall what a pity. Homeless people everywhere in America's cities.

[@cheersmodreams691]

Military weapons are smuggled everyday but not 1 1/2 ton AI racks? Palease! A lot of American arrogance spoken here. Don't underestimate the creative mind of the Chinese and why is dominance important anyway vs. optimal and creative use?

[@umamartin6416]

why China cannnot make their own nvidia chips??

[@SendEmail-o3t]

They can design theses chips easily but because of lack of EUV they still can’t make it YET

[@川崎瑞希-t9l]

The United States has prohibited China from importing the most advanced extreme ultraviolet (EUV) lithography machines from the Netherlands, leaving China lacking such cutting-edge equipment to manufacture high-end chips. This technological race is inherently unfair to China from the outset.

[@xinyiquan666]

china has already use chinese huawei ascend chips

[@Sitharii]

[@Jonas-s4c]

Tae Kim can keep dreaming. The Chinese will build their own chips and AI servers just like they have had to do for everything.

[@sunmand6136]

Kelly - you won't sound smart by EXACTLY REPEATING what the other guy just said! I really wish these empty headed cnbc anchors would just SHUT UP and let thier guest speak !!.

[@pauldenlinger6009]

Tae Kim is like the NVidia spokesperson; too one-sided.

[@dkh4487]

This guy is underestimating HK traids capability on smuggling stuff to mainland. If large SUVs can be smuggled from NYC to Africa, even Russia. Smugglers can smuggle anything, any size , and weight around the world. He doesn't knownwhat he is talking about. A MErcedes Benz G Wagon weighs about 2.7 tons.

[@piuspatel]

It is not meaningful to keep control on NVIDIA chips because indirectly they restrict the NVIDIA business. China DeepSeek can work even in lower GPUs, why China worry much. China might already have NVIDIA chips what they want through smuggling. If control on chips will be extended then it is NVIDIA’s loss means USA loss.

[@IbrahimKone-ix4qi]

I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated

[@sittichokkonsue]

As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

[@fhgfhfhgf]

I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.

[@sittichokkonsue]

I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.

[@fhgfhfhgf]

Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.

[@IbrahimKone-ix4qi]

how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What's your take on this approach? and How can i reach her, if you don't mind me asking??

[@williamchoi6902]

Nvidia in deepshit can't beat deepseek.

[@mykegoh]

This show demonstrates how sore losers can win by using Tonya Harding tactic. 😂

[@paige0889]

Great video! As always. I appreciate Mr. Matthew keeping me informed. A lot has changed, I am from France since I started following and watching his videos and that's it, but the truth is I don't worry about market fluctuations anymore because Matthew keeps me safe with his strategies while I sit comfortably. $13,000 to $17,000 every week and counting, thanks to him.

[@eelseyes]

I'm interested in investing, but i'm not sure where to start. Do you have any advice or contacts who can help me out??🚀🚀

[@paige0889]

HE IS ON TELEGRAMS

[@paige0889]

He's mostly on Telegrams using the user name

[@paige0889]

@Matthewdtrader ✊🤝

[@paige0889]

Please only write to him on his verified account✊

[@eSKAone-]

The race will be sped up and NVIDIA wins. More players will enter the race NVIDIA wins

[@bentumblingh6640]

but Arnel Pineda is Filipino

[@jiahan3849]

very intereting.