Vanguard Growth ETF forum
NDX If 8-bit and classification AI acceleration truly make AI more accessible for consumer and edge computing, it’s not a threat. It’s actually expanding the market for NVDA and the chip industry. Just like when China started making budget smartphones, more people could afford them, but they never replaced high-end flagship devices because the use cases and demand were completely different.Lower-spec solutions like Deepseek won't reduce enterprise AI chip demand. Companies aren’t scaling down their AI ambitions just because of a cost-saving alternative. It simply doesn’t meet the performance needs of high-end AI workloads. If anything, it adds another layer to the AI ecosystem, increasing competition and pushing innovation. At the same time, broader AI adoption across different sectors will only fuel greater demand for GPUs and chips. Thinking Deepseek will slow down the AI chip market is like saying budget phones would kill high-end tech. It just doesn’t work that way.
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