According to The Kobeissi Letter, Nvidia's CEO Jensen Huang stated that the market's understanding of DeepSeek R1 is 'completely wrong.' Huang emphasized that the demand for computing remains 'extremely high,' with reasoning AI significantly increasing this demand. This insight could influence trading strategies around Nvidia and related tech stocks, as it underscores the growing importance of AI in driving computing needs.

According to Andrew Ng, since the release of DeepSeek R1, major platforms like AWS, Azure, Fireworks AI, Groq, Hugging Face, SambaNova, and Together AI have quickly adopted R1 variants. This widespread adoption indicates a competitive landscape where developers frequently explore new models for potential trading and investment opportunities in AI technologies.

According to @intotheblock, @jrdothoughts discussed the transition of AI to reasoning models, specifically highlighting DeepSeek's R1, in a recent webinar. While the discussion was focused on AI, any implications for trading were not directly mentioned in the tweet. Traders interested in AI advancements may consider exploring how such reasoning models could impact algorithmic trading strategies. Full details can be accessed in the webinar provided by the link.