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DeepSeek May Not Hurt Chip Demand, After All

  • The Chinese AI startup, DeepSeek, and its recent AI model developments have caused fluctuations in the chip market.
  • The efficiency of DeepSeek's models has prompted speculation about the necessity of large numbers of GPUs for training.
  • However, NVIDIA's CEO, Jensen Huang, clarified that DeepSeek's innovations do not diminish the demand for the company's chips.
  • The cost-effective approach of DeepSeek may disrupt traditional chip demand, but also foster competition and innovation in the semiconductor industry.

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