Correct! If DeepSeek really turns the tide and proves software to be more capable than specialized hardware then it is not Nvidia’s status which will get disrupted. Cisco and Huawei may find themselves in deep disruptive force all due to this contest. Today we can already see the change: Traditional hardcore hardware controlled functions are now under software. SDN, NFV...
NVIDIA is heavily investing in their software ecosystems to stay in the game. But if this acceleration picks a pace, major tech industry realignments are coming.
What’s your take on how quickly we can expect this shift actually to happen?
NVIDIA is heavily investing in their software ecosystems to stay in the game. But if this acceleration picks a pace, major tech industry realignments are coming.
What’s your take on how quickly we can expect this shift actually to happen?
This is a new development and I don't think we can predict when this shift will actually happen or either it will happen or not. DeepSeek has to improve it's performance first to get global adoption. There is already a stable AI competitor standing in the market i.e. ChatGPT and if DeepSeek was not able to improve it's performance then it won't surprise us that AI users will prefer ChatGPT. User first interaction is with the interface and majority of users are not much interested in whats happening at the back end.