Valuation guru Aswath Damodaran pares stake in Nvidia; says stock overvalued with DeepSeek's emergence
Damodaran notes that his concerns about Nvidia began in September 2024, prompting him to start paring down his stake in the ...
DeepSeek could have actually spent $1.6 billion on NVIDIA GPUs
As a reminder, DeepSeek claimed that training its most advanced R1 model cost only $6 million. This is just a small fraction ...
AI may move at the speed of light but Nvidia's machine learning model for frame generation took 6 years to develop
Earlier today we reported how Nvidia's DLSS upscaling tech went from an idea popping out of CEO Jensen Huang's head to a ...
Money Morning41m
This AI Stock Is Down 50%, but Feb. 11 Could Be the Turning Point
Analysts from McKinsey & Co. say data center capacity could rise 19% to 22% annually from 2023 to 2030, with 70% of the demand coming from data centers equipped to host advanced-AI workloads.
cryptopolitan54m
Current DeepSeek disruptions appear as the U.S.’s hand to take an AI lead over China
During his first week in the White House, US President Donald Trump vowed that he wants America to lead in AI against China. However, when DeepSeek introduced its two recent models to the US market, ...