Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race
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It's still very early, and there's no definitive takeaway on how DeepSeq might affect the AI industry over the long term. According to Kiley, the major decline in NVIDIA's share price might be much more about the market correcting an obviously overvalued stock than it is about the industry losing faith in the effectiveness of NVIDIA chips.
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