Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI

hank8081y ago· 3 in thread

DeepSeek has tens of thousands of the high-end Hopper GPUs. Most were likely bought before the embargo.

https://wccftech.com/chinese-ai-lab-deepseek-has-50000-nvidi...

https://techwireasia.com/2023/12/what-did-singapore-do-to-nv...

Having previously worked in the DC space in Singapore, when I read the sales numbers, I was in disbelief. IMO, there was only a very low probability that all those GPUs remained in Singapore...

pylua1y ago

Are you saying Singapore is shipping gpus to china or building data centers inside Singapore for the Chines access ?

1 more reply

samanthasuOP1y ago

any details?

billconan1y ago· 1 in thread

I tried to understand Deepseek https://www.youtube.com/watch?v=DCqqCLlsIBU

but it seems to me a set of methods for data augmentation, I can't see why it's cheaper than OpenAIs?

birdiesanders1y ago

State subsidies. China will happily make up a loss for a company if it can take dollars away from US corporations.

gdubs1y ago

You just have to look at similar computing applications like 3-D rendering to realize that as things get more efficient, we will absolutely find ways to continue to make them take on more and more.

talldayo1y ago

This Just In: Nvidia Stock Rising In Response to Demand For DeepSeek Inference

Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI (opens in new tab)

Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI (opens in new tab)

11 comments

11 comments