Tag: native architectures

  • Simon Willison’s Weblog: The impact of competition and DeepSeek on Nvidia

    Source URL: https://simonwillison.net/2025/Jan/27/deepseek-nvidia/ Source: Simon Willison’s Weblog Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: The impact of competition and DeepSeek on Nvidia Long, excellent piece by Jeffrey Emanuel capturing the current state of the AI/LLM industry. The original title is “The Short Case for Nvidia Stock" – I’m using the Hacker…