Hacker News

What I expect will happen with Nvidia stock in next 6 months

Hacker News - Thu, 01/30/2025 - 6:16pm

1. US companies such as OpenAI, Anthropic, Google are all smearing DeepSeek in the media. They're saying how DeepSeek trained on OpenAI's outputs illegally. This is just lobbying for what's to come.

2. Trump administration will be in full force to protect AI companies in the US. Sam Altman is now buddies with Trump after giving him credit for Stargate announcement. Elon owns xAI.

3. Expect the US government to sanction Deepseek. This will prevent American companies such as Microsoft or Huggingface from hosting DeepSeek models.

4. Expect the US government to curtail Nvidia chips even more in China. Perhaps they'll do a full Nvidia ban. Perhaps they will restrict shipments to Singapore, where GPUs are then funneled into China.

5. Expect Chinese companies to put in huge orders for Nvidia chips right now. They're not stupid. They know it's coming. Q2 should be a blowout quarter for Nvidia because of a huge influx of Chinese orders before an even bigger ban on Nvidia exports.

6. Expect the ban to happen at the end of Q2 sometime.

7. Expect Nvidia stock to recover first when they announce earnings. Investors will see a huge future orders from American companies (Jevons Paradox) and huge sales in China (before the ban).

8. Expect stocks to sink a bit after the announcement of the ban.

Comments URL: https://news.ycombinator.com/item?id=42883218

Points: 2

# Comments: 2

Categories: Hacker News

LLMs in Production

Hacker News - Thu, 01/30/2025 - 6:15pm
Categories: Hacker News

Ask HN: Which tool for chatting multiple LLMs?

Hacker News - Thu, 01/30/2025 - 6:13pm

Which setup is recommended these days for cheaply chatting with multiple llms (not local llms) like sonnet or openAI?

Comments URL: https://news.ycombinator.com/item?id=42883188

Points: 2

# Comments: 1

Categories: Hacker News

The PETG adhesive test [video]

Hacker News - Thu, 01/30/2025 - 6:12pm
Categories: Hacker News

International AI Safety Report

Hacker News - Thu, 01/30/2025 - 5:31pm

Article URL: https://arxiv.org/abs/2501.17805

Comments URL: https://news.ycombinator.com/item?id=42882832

Points: 1

# Comments: 0

Categories: Hacker News

Open Sourcing Kubenetmon

Hacker News - Thu, 01/30/2025 - 5:30pm
Categories: Hacker News

Set of blank MP3 audio files

Hacker News - Thu, 01/30/2025 - 5:15pm

Article URL: https://github.com/anars/blank-audio

Comments URL: https://news.ycombinator.com/item?id=42882715

Points: 1

# Comments: 0

Categories: Hacker News

Ask HN: Is onboard audio still good enough compared to dedicated Sound Cards?

Hacker News - Thu, 01/30/2025 - 5:13pm

Recently, I upgraded my outdated PC to a Z890 motherboard, primarily because it was significantly discounted compared to AMD alternatives. After the upgrade, I noticed that the Realtek onboard audio doesn't sound as good as my previous configuration, which used a Recon3D sound card. Although I haven't conducted any scientific tests, the difference in sound quality is quite apparent to me.

I'm reaching out to understand the technical reasons behind this perception. Do dedicated sound cards offer tangible audio quality improvements over modern onboard solutions like Realtek? Specifically, I'm interested in aspects such as DAC quality, component shielding, and feature sets that might contribute to a superior listening experience.

Additionally, how much of this difference is rooted in theoretical hardware advantages versus user experience factors? Any insights or experiences from device engineers and audio enthusiasts would be greatly appreciated!

Comments URL: https://news.ycombinator.com/item?id=42882699

Points: 2

# Comments: 0

Categories: Hacker News

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