So, I get that the hardware is needed for training the models and that's why the stock price fell. But it's also required to run the models, and this news is only going to increase the supply of AI services. It seems to me that this isn't a big threat to the companies that sell AI hardware.

It's fun seeing these companies take a hit and the bubble deflate, but long term won't this just make AI a more alluring form of enshittification to a wider audience?

nvidia falling doesn't make much sense to me, GPUs are still needed to run the model. Unless Nvidia is involved in its own AI model or something?

Good. Let's keep this ball rolling.

This has nothing to do with DeepSeek. The world has run out of flashy leather jackets for Jensen to wear, so nvidia is toast.