Seeing DeepSeek, countries are in a hurry, NVIDIA is laughing
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The emergence of DeepSeek has triggered a global AI competition, with countries increasing investments to pursue AI technology sovereignty. The United States has launched a $500 billion "Gateway to the Stars" program, while countries like France, South Korea, India, and Saudi Arabia have also introduced ambitious AI development plans. Although DeepSeek has lowered the threshold for AI, the pursuit of "sovereign AI" by various countries has instead increased the demand for GPUs, making NVIDIA the biggest winner
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