DeepSeek: Threat to Nvidia or Driver for a New Hardware Demand?

Affordable AI, Expensive Infrastructure: Models like DeepSeek-R1 lower the development costs and open the door for many new players, but this broader usage leads to an explosion in demand for expensive hardware such as Nvidia's GPUs, as well as cloud services and data centers to meet the high computing requirements. Stargate Project as a Growth Driver: With investments of up to 500 billion USD in AI infrastructure, Nvidia could generate billions in revenue in the coming years. The democratization of AI through open-source models like the...