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

[hank808]

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...

[c_o_n_v_e_x]

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...

[billconan]

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?

[birdiesanders]

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

[gdubs]

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.

[talldayo]

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