Deepseek is challenging the notion that only massive tech giants can dominate AI. The days of requiring billion-dollar data centers may be fading—now, a few good GPUs might be all you need. For Nvidia, this poses a significant threat. Their business model relies heavily on selling ultra-expensive GPUs with 90% profit margins. If AI can suddenly be run efficiently on standard gaming GPUs, the demand for their high-end hardware could take a hit.