Part 6/8:
The conversation did not shy away from discussing the broader implications of the Deep Sea technology on the competitive landscape of AI. Cramer speculated on whether this innovation would reduce Nvidia's market power or instead incite an increase in competition, particularly from companies offering lower-cost alternatives. He hinted at a shift in the hardware landscape where high-end chip usage might be curbed, indirectly benefiting companies like Salesforce, which plans to leverage more routine hardware for their AI needs.