📰 $NVDA – MUSK SUGGESTS DEEPSEEK ‘OBVIOUSLY’ HAS MORE NVIDIA GPUS THAN CLAIMED Elon Musk and Alexandr Wang suggest DeepSeek has about 50,000 NVIDIA Hopper GPUs, not the 10,000 A100s they claim, due to U.S. export controls. Musk, with experience from xAI, agrees with Wang’s assessment. Analysts at Cantor see this as positive for NVIDIA, despite a pre-open drop of 11% in NVIDIA’s stock due to AI spending concerns.

$NVDA – MUSK SUGGESTS DEEPSEEK ‘OBVIOUSLY’ HAS MORE NVIDIA GPUS THAN CLAIMED

Elon Musk and Alexandr Wang suggest DeepSeek has about 50,000 NVIDIA Hopper GPUs, not the 10,000 A100s they claim, due to U.S. export controls. Musk, with experience from xAI, agrees with Wang’s assessment. Analysts at Cantor see this as positive for NVIDIA, despite a pre-open drop of 11% in NVIDIA’s stock due to AI spending concerns.