this post was submitted on 27 Jan 2025
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Nvidia falls 14% in premarket trading as China's DeepSeek triggers global tech sell-off (www.cnbc.com)
submitted 3 days ago by schizoidman@lemm.ee to c/technology@lemmy.world
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cross-posted from: https://lemm.ee/post/53805638

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[โ€“] FooBarrington@lemmy.world 9 points 3 days ago (1 children)

If anything, this will accelerate the AI hype, as big leaps forward have been made without increased resource usage.

[โ€“] Alphane_Moon@lemmy.world 24 points 3 days ago* (last edited 3 days ago)

Something is got to give. You can't spend ~$200 billion annually on capex and get a mere $2-3 billion return on this investment.

I understand that they are searching for a radical breakthrough "that will change everything", but there is also reasons to be skeptical about this (e.g. documents revealing that Microsoft and OpenAI defined AGI as something that can get them $100 billion in annual revenue as opposed to some specific capabilities).