The US Economy is pretty vulnerable here. If it turns out that you, in fact, don't need a gazillion GPUs to build SOTA models it destroys a lot of perceived value. I wonder if this was a deliberate move by PRC or really our own fault in falling for the fallacy that more is always better.
CEO of Scale said Deepseek is lying and actually has a 50k GPU cluster. He said they lied in the paper because technically they aren't supposed to have them due to export laws. I feel like this is very likely. They obvious did some great breakthroughs, but I doubt they were able to train on so much less hardware.
As OP said, they are lying because of export laws, they aren’t allowed to play with Nvidia GPUs.
However, I support DeepSeek projects, I’m here in the US able to benefit from it. So hopefully they should headquarter in the States if they want US chip sanctions lift off since the company is Chinese based.
But as of now, deepseek takes the lead in LLMs, my goto LLM.
Sam Altman should be worried, seriously, Deepseek is legit better than ChatGPT latest models.