Nvidia $NVDA just released a statement regarding DeepSeek:

BULLISH!!!

1) GPU Demand: The mention that "Inference requires significant numbers of NVIDIA GPUs" directly implies that there's a sustained or even increasing demand for NVIDIA's hardware. This is positive for NVDA as it underscores the need for their products in the AI…

— DJC (@MarketInvestorX) January 27, 2025

所有跟帖： 

• 看了各路专家七嘴八舌的议论，其实还真是NVIDIA这个声明在技术上把DS的意义说明白了 -Wei_PDX- ♂ (36 bytes) () 01/27/2025 postreply 13:36:36

• 讚！Super Bullish -BatBat- ♂ (0 bytes) () 01/27/2025 postreply 13:55:38

• 没有super哦，NVIDIA statement 是冷静客观的 -Wei_PDX- ♂ (0 bytes) () 01/27/2025 postreply 14:20:19

• 如果你想了解Nvidia说的Test Time Scaling是什么。 Huggingface有一篇讲解文章 -未知- ♂ (325 bytes) () 01/27/2025 postreply 14:47:18

• DS用了5万张NVDA的H100显卡，但是他们不能说，因为怕美国知道后收紧封锁。 -jw2009- ♂ (0 bytes) () 01/27/2025 postreply 15:25:20