I have not said that. I simply said that you now know that you can get more juice for the amount you spend. If you’ve just learnt this you would now first ask your engineers to improve your model to scale it rather than place any further orders with nvidia to scale it. Only once you think you have got the most out of the existing GPUs you would buy more. DeepSeek have made people wonder if their engineers have missed some more stuff and maybe they should just pause spending to make sure before sinking in more billions. It breaks the hegemony of the spend more to dominate attitude that was gripping the industry e.g $500 billion planned spend by openAI consortium etc