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OpenAI’s Deep Research Demands More Hardware, Not Less

by Karl Freund | Mar 4, 2025 | In the News

Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s “Fast Money” program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I...

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