Deepseek, Shorting NVIDIA, And The Coming AI Hardware Revolution
The time is right for alternatives
We started Neurometric to focus on alternatives to NVIDIA GPUs because we believed there were many opportunities to adopt better technologies but people lacked awareness and understanding of those options. When we started the company, we assumed the critical moment for people to start questioning the status quo and seriously considering alternatives would be mid 2026. Well, this past week indicates that moment may have come much much earlier.
The launch of Deepseek, an AI model with top tier performance trained at a rock bottom price, and then this very popular post on the short case for NVIDIA stock, have caused the tech world to suddenly re-evaluate everything. We think that’s a good thing.
This is the beginning of an interesting time, a time when AI hardware will start down a new path. The reason technical teams have been sidelined and ignoring these new chips is the pervasiveness and maturity of CUDA. Now that Deepseek has shown that innovating in AI could lead to major gains and breakthroughs, I expect to see more people experimenting with new AI ideas - including new AI hardware.
If you decide its something you want to explore, Neurometric is happy to help.