Although Deepseek represents a growing threat to NVIDIA, the company continues to maintain key infrastructure and software advantages that could allow it to maintain its leadership in the AI market despite the competition.
Despite the recent challenges, Many investors continue to show an approach Optimistic about the future of Deepseek, the giant of the chips for ia. There are speculation about whether the company has intentionally exaggerated the modesty of its expenses so that China, its native country, can gain ground against the United States in technological competition.
However, there are also those who defend that their statements could be perfectly plausible. Although Depseek may need less powerful chips for their developments, some analysts suggest that the company has trained its models by studying the results of US models, which are built with the most advanced and powerful chips in the market.
Deepseek’s growing success could encourage his US competitors, especially Nvidia, to intensify his investments in AI, at least in the short term. Sam Altman, CEO of Openai, which consumes huge amounts of GPU to continue advancing on the border of artificial intelligence, It soon answeredensuring that your company will answer Deepseek with “much better models.” This reaction reflects the fierce competition that exists in the market and how the main actors are struggling to maintain their leadership.
Regarding the competition, optimistic analysts about Nvidia’s future recognize that the threat of rival chips manufacturers is real, especially with regard to inference, a key field for the development of AI. However, they emphasize that the leadership of Nvidia is still very well founded, especially thanks to its CUDA software, which is of general use in the AI industry, and its network infrastructure, which allows you to connect your chips in data centers for achieve maximum efficiency.
Deepseek and Nvidia: a battle for the future of artificial intelligence
As Umesh Padval states, from the Thomvest investment firm, “the Nvidia wall is very wide: it is a systems company, not just chips.” This emphasis on systems integration gives NVIDIA a significant advantage compared to its competitors.
In summary, the Nvidia market share and its profit margins will probably face a decrease, and perhaps faster than investors had anticipated the appearance of Deepseek on the scene. However, there is still a considerable margin for Nvidia to continue playing a leading role in the future of the market, which could explain the recent rebound of more than 8% in the price of their actions on January 28. But there is a question that still remains unanswered: does Huang really have the powers of clairvoyance that many of his followers attribute to him?
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Daniel Newman, from the Futurum research firm, says that the CEO of Nvidia is a leader who always seeks to be one step ahead of its competitors. In fact, Huang is already looking beyond large language models (LLMS), which run the risk of becoming a standard product, and has recently presented its plans to develop what it has called “physical ia”.
This concept aims to provide the necessary infrastructure for foundational models that can understand the real world, in order to advance the creation of robots similar to humans, autonomous cars and other advances in avant -garde technologies. Although Nvidia’s walls can be under siege, it is too early to predict that they fall, and the future could offer new developments that allow the company to stay at the forefront of technology.
Source: Ambito
