On: The impact of competition and DeepSeek on Nvidia

[tedunangst]

Selling 100 chips for $1 profit is less profitable than selling 20 chips for $10 profit.

[HDThoreaun → tedunangst]

Margin only goes down if a competitor shows up. Getting more "performance" per chip will actually let nvidia raise prices even more if they want.

[deadbabe → HDThoreaun]

Since you no longer need CUDA, AMD becomes a new viable option.

[HDThoreaun → deadbabe]

Deepseek uses cuda.