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AI Spending Sustainability

The introduction of Deepseek’s model is not a long-term risk for Nvidia. The market is still “at the early stage” of adopting rack scale compute. Lei Qiu, Chief Investment Officer at Alliance Bernstein, joins Caroline Hyde and Jackie Davalos on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the…

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The introduction of Deepseek’s model is not a long-term risk for Nvidia. The market is still “at the early stage” of adopting rack scale compute. Lei Qiu, Chief Investment Officer at Alliance Bernstein, joins Caroline Hyde and Jackie Davalos on “Bloomberg Technology.”
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