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Deepseek copied from OpenAi and Grok.
They also hid cost of h100 chips.
Now south china news post they cracked low end Nvidia GPU algorithm to accelerate it 800 times faster.
It's becoming too obvious now, China purposely sabotaging Nvidia. They're bullshiting.
David Sacks(Head of Ai USA): Deepseek distilled data(copy paste) from OpenAi. Data center still needed. Restriction that limits America Ai companies will be reviewed.
There's substantial evidence Deepseek copied OpenAi and lied about the cost by hiding the cost in it's sister company.
Datacenter and Nvidia chips still very much needed. But whether US will lift restrictions on Malaysia still don't know..
The claims made by Deepseek not proven and they used Nvidias chip smuggled through Singapore shell company. Jensen Huang knows this. The only company in trouble is OpenAi's and other large language model companies that charge users .
Guys.... Just a heads up... Thursday Bank of Japan might increase interest rate again... Carry trade dumping might happen again...USD has weakened today..so carry trade unwinding might be severe
A very good chance JP Morgan holding short position on Suncon and Gamudu. The last time they did that to Topglove, it didn't fair well for Topgloves share price.
But whether data center in Malaysia gets killed or not.. will Frontken be affected? Frontkens plan in Taiwan will still be producing service for tsmc and demand for tsmc will still be strong..right?
