Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (13225)	2/1/2025 3:54:11 AM
From: Elroy Jetson	Read Replies (4) \| Respond to of 13775

More answers per second per chip, makes the purchase of each chip more compelling with less expensive answers relentlessly driving the growth of the market. CEO Satya Nadella says Microsoft is still electricity constrained as the demand continues to soar. Personal PCs? — NVIDIA & MediaTek are set to unveil their highly-anticipated AI PC chip by the second half of 2025 and will be adopted by major OEM players. &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&& Former Intel CEO Pat Gelsinger posted. The market reaction to Deepseek is wrong, lowering the cost of AI use will expand the market. Today I am an Nvidia and AI stock buyer and happy to benefit from lower prices. First, lowering the cost of computing resources expands the market, not contracts it. Just as cheaper technologies like PCs and mobile devices drove explosive growth, making AI more affordable will integrate it into more applications and will trigger broader adoption. Second, engineering thrives under constraints. DeepSeek’s team faced export restrictions and limited resources but created a world-class solution at a fraction of the usual cost. This ingenuity resonates with insights from computer science pioneers, who often state that they achieved their best work under significant limitations. Third, openness fosters innovation. The shift toward proprietary AI models stifles transparency and collaboration. Open ecosystems, as proven by Linux, Wi-Fi, and USB, consistently lead to better outcomes by encouraging scrutiny, ethical introspection, and broader adoption. DeepSeek’s open approach offers a much-needed reminder of the importance of shared innovation in AI. Open wins every time it is given a proper shot, AI is much too important for our future to allow a closed ecosystem to ever emerge as the one and only in this space. &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&& "The real money in AI is providing the chips for the data centers from the likes of Nvidia, AMD, and Broadcom," Daniel Morgan, senior portfolio manager at Synovus Trust Company, told Reuters. "Overall, the AI tech selloff today was an opportunity to add high-quality tech shares on weakness."