2026-01-07 06:22:31

Nvidia's leadership just confirmed what the market's been sensing—open-source AI models are reshaping the competitive landscape. Jensen Huang spotlighted how quickly projects like DeepSeek R1 are closing the gap, turning heads across the industry. Meanwhile, Nvidia isn't sitting idle. Their Rubin AI computing platform has already entered full production mode, positioning the company to capture the next wave of AI infrastructure demand. This signals serious momentum in the AI hardware race, especially as developers increasingly gravitate toward open-source solutions. The interplay between these trends matters: when compute becomes more commoditized, differentiation shifts to software layers and specialized platforms. For anyone tracking the AI buildout cycle, this is the kind of inflection point worth paying attention to.

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DAOdreamer

· 01-09 10:54

DeepSeek has really put pressure on Nvidia this time. With open-source models gaining traction, chip manufacturers will have to step up their game, but ultimately, it still depends on whose ecosystem is stronger.

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AirdropBlackHole

· 01-08 19:38

Deep exploration is really intense this time, open-source AI is taking off, and NVIDIA has to move too.

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GateUser-9ad11037

· 01-08 15:52

DeepSeek is up and running. Nvidia also needs to step up their game. It seems the era of hardware dividends in chips is truly coming to an end.

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DAOdreamer

· 01-07 06:49

DeepSeek's move has really made Nvidia a bit nervous, but Rubin going live with production directly responded to that. The hardware king remains the hardware king.

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GigaBrainAnon

· 01-07 06:49

DeepSeek is so powerful, can Nvidia still stay steady? The software layer is probably the next battleground.

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BTCBeliefStation

· 01-07 06:48

DeepSeek's move is indeed aggressive. The open-source model is gaining momentum, and Nvidia has to take it seriously. However, Rubin's platform launch feels like Nvidia's counterattack. Who will come out on top ultimately depends on the competition at the software level.

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DEXRobinHood

· 01-07 06:43

DeepSeek has really broken through this time. Open-source models have been wiped out, and Nvidia will have to accelerate accordingly... The era of hardware dividends is coming to an end.

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MintMaster

· 01-07 06:32

DeepSeek's move is really impressive. The open-source model is directly shaking up major global events, and NVIDIA has to admit that the gap is narrowing... Now they probably can't sell chips at sky-high prices anymore.

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