Satya NadellaExecutive · BEATS 8
Jevons paradox strikes again! As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can't get enough of.said 25.01.27 on LinkedIn / X post · source
In January 2025, would DeepSeek's cheap AI cut Nvidia's data-center growth?
DeepSeek's R1 model, reportedly trained with far less compute, wiped about $590B off Nvidia's market value on 27 January 2025. Would cheaper AI mean fewer Nvidia chips, or more demand?
▶ N0S Investor's videos on this
Outcome: Keeps growing · resolved 26.02.25 · https://www.sec.gov/Archives/edgar/data/1045810/000104581026000019/q4fy26pr.htm · a stance dated before that is a call, marked right or wrong below
Where the experts stand
Keeps growing
3 on record
75%
Demand falls
1 on record
25%
Where the public stands
0 public answers · one per account
Closed to new answers.
Keeps growing
0 answers
—
Demand falls
0 answers
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Keeps growing — 3 on record Right
Jensen HuangExecutive · BEATS 5
Customers are anxious and impatient to get their Blackwell systems.said 25.02.26 on Nvidia Q4 FY2025 earnings call · source
Pat GelsingerBEATS —
The markets are getting it wrong, this will make AI much more broadly deployed.said 25.01.27 on X post, via Fortune · source
Demand falls — 1 on record Wrong
Jeffrey EmanuelBEATS —
This suggests the entire industry has been massively over-provisioning compute resources. ... Because whatever you thought you needed before these model releases, it's now a lot less.said 25.01.25 on Blog: The Short Case for Nvidia · source