If you watch this video, it explains well what the major difference is between DeepSeek and existing LLMs: https://www.youtube.com/watch?v=DCqqCLlsIBU

It seems like there is MUCH to gain by migrating to this approach - and it theoretically should not cost more to switch to that approach than vs the rewards to reap.

I expect all the major players are already working full-steam to incorporate this into their stacks as quickly as possible.

IMO, this seems incredibly bad to Nvidia, and incredibly good to everyone else.

I don't think this seems particularly bad for ChatGPT. They've built a strong brand. This should just help them reduce - by far - one of their largest expenses.

They'll have a slight disadvantage to say Google - who can much more easily switch from GPU to CPU. ChatGPT could have some growing pains there. Google would not.