The core content of

The core content of the deep shock is that the high inference cost, represented by "high-performance GPUs," will eventually be lowered in the future, and the existing semiconductor ecosystem will collapse.

However, I believe these worries are likely to be unfounded. First of all, it is necessary to verify whether DeepSeek's architecture "really" did not use the distillation method, and the verification project is just beginning, and if they say they have extracted something that is really cost-effective without using the distillation method, it will eventually lead to the expansion of the entire AI ecosystem, so it will not be bad for Nvidia in the long run.

If you go straight to the conclusion that Nvidia will be reeling because of Dipsyck, you overlook that even Dipsyck used Nvidia's GPU to implement the architecture anyway.

Originally, it can be said that the AI start-up industry was a floor where 100 startups disappeared within a week from the day OpenAI announced the new version. No other startup could deal with OpenAI, which invested a tremendous amount of money in a huge data center to learn a huge amount of data by installing Nvidia GPUs with great performance.

However, DeepSeek has shown that it may be possible to avoid various bottlenecks through a kind of 'efficiency' work, even if it does not do like OpenAI. Of course, this is a path pioneered by OpenAI, and it is clear that it is a flower that bloomed on the mountain of dead bodies created by numerous startups that preceded it by laying blood and flesh.

However, the rules of the game will change from now on. Other start-ups that will rush to see the nudge discovered by DeepSeek will be like bamboo shoots, and big techs that have focused solely on investing large amounts of capital may have an increased demand for small and fast organizations that can achieve their cost-effectiveness goals.

If this is the case, Nvidia may eventually see a decrease in chip demand in the short term, but in the long run, the AI plate itself may expand and eventually the amount of computation generated on the planet as a whole may increase. And, of course, the demand for chips is linked to the demand for computation. And there is still no other company that can match Nvidia in terms of chip technology.

What worries me is, after all, that the nation is buzzing enough to blow up the news of the national rebellion's arrest and indictment, but it's a commentary on someone else's country feast. "So our country" doesn't hear a word. It would have been a rock, but the discussion at LK-99 was much more enjoyable.

China also spends a lot of money on science and technology to survive, and makes him a hero for young Chinese people by using a young female computer scientist. Aside from whether the heroes woven in the country are that good, the problem is that Korea was treating its own scientists as a criminal group when the next country made scientists a hero.

Is that all? It was the president of the Republic of Korea who was delusional about the fact that there was a cartel that didn't exist, and no matter what the instructions were, the results would not come out, but I can see that the cartel is solid by ignoring my instructions.

Those who still support him are working hard today on the Internet to spin conspiracy theories that don't even sincerely undo them, blaming China for all this. They don't even say a word about China's treatment of its own scientists while it's pouring so much money into its own AI. How could they say all of our scientists were Chinese in the first place? LOL

I think at least 60 to 70 years is necessary to recover the tangible and intangible damage caused by the Yoon Suk Yeol to Korea. 20 years is the time to make the negative profit, and the remaining 50 years are the time to catch up with the laggards. Oh, this is just about when the whole country rushed in, and if we are still talking about fraudulent elections as we are now, our country is just over.

Hagi-sa, China, which we ignore so much, idolizes even scientists, and idolizes in our country like Raemian One Bailey, so the fate of this country has already been decided since then.