But I would say that the reaction was probably vastly overblown as what Deepseek really showed was there are much more efficient ways of doing things (which can also be applied with even larger clusters).

If this checkpoint is trained using non-Nvidia GPUs that would definitely be a much bigger situation but it doesn't seem like there has been any associated announcements.

Not only DeepSeek uses a lot of Nvidia hardware for the training.

But even more so, by releasing an open weight frontier model, people around the world need more Nvidia chips than ever for inference.