Some see DeepSeek’s disruption to AI ecosystem as bullish hardware; others not so much. Where is Jensen to appease his fan base & investors?

Ironic: The round-tripping or closed-Keiretsu of $NVDA demand was mockingly defended.

But NOW I bet they are asking…

“IS DEMAND REAL?”

“For Nvidia, this is scary. Their entire business model is built on selling super expensive GPUs with 90% margins. If everyone can suddenly do AI with regular gaming GPUs... well, you see the problem.”