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TEST7 posted:
test7
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HEY777 posted:
hey777
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SDFGDSGDSGF replied:
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DJDJDJDJ posted:
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DMDNDJJF posted:
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Hello !!!
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ERERTETERTER replied:
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USER posted:
user
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SFAPOFHAPUFHPFU replied:
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SFAPOFHAPUFHPFU replied:
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NAME5 posted:
name5
he markets have started pricing in an AI future that's going to be cheaper and more accessible than they had previously assumed. Why it matters: The less money that companies need to spend on the AI equivalent of picks and shovels — Nvidia chips and the electricity needed to power them — the more profitable they will be. Follow the money: What looked like a broad-based rout early on Monday turned out to be much more selective by market close. Each index generally fell in direct proportion to the weighting of Nvidia. The Dow, which doesn't include Nvidia, went up. While Nvidia lost $600 billion of market value in a single day, for instance, Apple gained more than $100 billion. What they're saying: "If you still believe that AI is going to be big, this news out of China should only make you feel better," Siebert chief investment officer Mark Malek wrote on Monday. His argument is that DeepSeek's technological breakthrough will only serve to multiply the amount of performance that companies can get per dollar invested in AI. The big picture: The market's theory of AI — at least up until the end of last week — was that, broadly, bigger is always better. Companies would see their share prices rise just on an announcement that they had bought a large number of Nvidia chips, even if they were extremely vague as to what they intended to do with them. Similarly, energy companies have been soaring on the grounds that there's no such thing as too much electricity when it comes to powering the AI revolution. Reality check: DeepSeek has now shown it's possible to produce a state-of-the-art AI that needs fewer and less-powerful chips, less energy, and much less up-front investment. That seems bad for Nvidia, which has an effective monopoly on AI chips, and it's also bad for power companies who were counting on surging demand from data centers. Where it stands: Last week, the markets believed that without billions of dollars in funding, it was impossible for rivals to compete with OpenAI. This week, they're not so sure. The markets were also pricing in massive compute costs for the biggest consumers of AI. Google, Meta, Amazon and Microsoft are expected to spend over $300 billion between them on capital expenditures this year.
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ISER11 replied:
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SFAPOFHAPUFHPFU replied:
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USER posted:
user
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USER posted:
user
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MAN1 posted:
man1
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USER posted:
user
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hey
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MAN1 posted:
man1
New York
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AERGERG replied:
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MAN1 posted:
man1
Привет
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USER posted:
user
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SDKS replied:
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MAN1 posted:
man1
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SDKS replied:
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MAN1 posted:
man1
Car paid off
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SDKS replied:
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MAN1 posted:
man1
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USER4 posted:
user4
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DAVID replied:
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MAN1 posted:
man1
This soap
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USER4 replied:
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GHGHJ posted:
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MAN1 replied:
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USER4 replied:
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USER posted:
user
hey
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MAN1 posted:
man1
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MAN1 posted:
man1
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USER posted:
user
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MAN1 replied:
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DEN12 posted:
den12
привет мужики
