How is deepseek not bullish for nvda

A lot of people are saying it cost 6M to train deepseek but the lowest estimate for GPUs used to train is 2000 h800 chips which alone cost 70M so i get that the training cost is 6M but they still needed 70M in hardware, now i get its more efficient in terms of GPU hours but shouldn’t that efficiency translate to more projects = more gpu time in the long run and bigger datacenters?