Doubtful, since it’s both open source and you can run it locally. This seems more like a smear piece.

Give that statement to maybe not super techy investors, and that could spook them into the sell-off.

It requires only 5% of the same hardware that OpenAI needs to do the same thing. So that can mean less quantity of top end cards and it can also run on less powerful cards (not top of the line).

Should their models become standard or used more commonly, then nvidis sales will drop.