Comment by WiSaGaN
4 months ago
Tencent recently bought 100k-200k H20 to serve R1. [1] I think it's not clear open source will tank nvidia price. And you won't place a lot of bets if the outcome is anywhere from certain.
[1]:https://aiproem.substack.com/p/ai-at-the-speed-of-light-tenc...
what it have to do with anything? trading and stocks have no correlation whatsoever with actual company sales and prodcts.