I'm here to shill Dylan Patel again, easy to understand, valuable content [DeepSeek, Regulations, Nvidia Competitors, Blackwell, etc]

Here's his most recent article on DeepSeek with a lot of discussion on impact to Nvidia and AI as a whole.

https://semianalysis.com/2025/01/31/deepseek-debates/

Warning though: His 50k Hopper claims do not pass the sniff test. DeepSeek V3 was trained on 2000+ H800s, why would they do that if they had 10k H100s...

https://x.com/GlennLuk/status/1885306497346752672

These claims are pretty problematic and unsourced so far.

But beyond the most recent article, he did a really great podcast episode that well explains the industry and has all the basic information you need to inform your decision-making around nvidia.

https://www.youtube.com/watch?v=7EH0VjM3dTk

This is a highly recommended watch for everyone, and the information within are mandatory knowledge if you want to participate in discussions on this sub.