Cantor Fitzgerald On NVIDIA: The DeepSeek “Announcement Is Actually Very Bullish With AGI Seemingly Closer To Reality And Jevons Paradox Almost Certainly Leading To The AI Industry Wanting More Compute, Not Less”
With NVIDIA shedding nearly half a trillion dollars in market capitalization today as analysts and investors alike begin to question the demand paradigm for hyperscalers, especially given the phenomenal efficiency…