---

---

Analysis of NVIDIA GPU Demand Trends and Market Post-DeepSeek Launch

Market Concerns Following DeepSeek Release

• When DeepSeek entered the market, many people worried that NVIDIA's GPU demand would plummet.
• In fact, upon the unveiling of DeepSeek's innovation and low-cost AI processing technology, NVIDIA's stock price briefly plunged nearly 17%.

The Reality of DeepSeek and NVIDIA GPU Demand

1. Increased H100 Usage Costs

   • Even after the DeepSeek announcement, the usage price of NVIDIA's core product, the H100 GPU, continues to rise.
   • This demonstrates that demand for NVIDIA GPUs remains strong.

2. Market Data

   • According to data analysis, large cloud platforms like AWS are still actively using H100 GPUs.
   • This trend suggests that NVIDIA products are not being directly replaced by DeepSeek technology.

3. DeepSeek Operating Costs

• The installation and development costs of DeepSeek amount to approximately ₩3.5 trillion. This indicates that the technology requires substantial investment at the corporate level.
• It is realistically difficult for average users to completely replace GPUs with DeepSeek technology.

Controversy Over DeepSeek's Overvaluation

• Some experts and research firms (e.g., SemiAnalysis) point out that DeepSeek's technology and performance have been exaggerated.
• While it's true that DeepSeek significantly reduced AI model costs, this is viewed as a natural progression in AI technology development.
• Additionally, the efficiency of the latest technologies tends to find a balance between relatively lower performance and cheaper prices over time.

Investment Trends in the AI Market

1. U.S. Market

   • Big tech companies are still investing heavily in the AI market, and their specific investment plans have not significantly changed.
   • Related stocks, including NVIDIA, continue to receive high attention.

2. Chinese Market

   • The fact that DeepSeek is a Chinese company has actually highlighted the AI tech competition between the U.S. and China, creating unnecessary fear in the market.
   • Claims in media and social media platforms that DeepSeek will completely replace GPU-based technology are largely exaggerated.

Global Trend Changes

• The development of AI technology is progressing through the industry's natural technological advancements and cost reductions, rather than relying on the innovation of a specific company.
• Not only NVIDIA, but other AI infrastructure-related companies are also experiencing high volatility after the DeepSeek announcement, but they are finding stability in the long term.

---

< Summary >

1. While there were concerns about a decrease in NVIDIA GPU demand following the release of DeepSeek, data actually shows that demand continues.
2. DeepSeek's cost structure and technological performance tend to be overvalued, and the market's fear has been somewhat exaggerated.
3. Investments in AI technology in general, not just NVIDIA, remain active, and DeepSeek can be seen as part of the technological advancements.

---

[More…]

• GPU Technology Development and NVIDIA's Future Strategy
  https://nextgeninsight.net/?s=GPU

• Analysis of Volatile Investment Flows in the AI Infrastructure Market
  https://nextgeninsight.net/?s=AI

*YouTube Source: [내일은 투자왕 – 김단테]

– 딥시크가 사태가 곧 끝난다는 증거