It seems like a pointless discussion since DeepSeek uses Nvidia GPUs after all.
The impact of competition and DeepSeek on Nvidia
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Re: The impact of competition and DeepSeek on Nvidia
#12It seems like a pointless discussion since DeepSeek uses Nvidia GPUs after all.
it uses a fractional amount of GPUs though.
Re: The impact of competition and DeepSeek on Nvidia
#13This was an amazing summary of the landscape of ML currently. I think the title does the article injustice, or maybe it’s too long for people to read to appreciate it (eg the deepseek stuff can be an article within itself). Whatever the ones with longer attention span will benefit from this read. Thanks for summarising this up!
We've changed the title to a different one suggested by the author.
Re: The impact of competition and DeepSeek on Nvidia
#14> Amazon gets a lot of flak for totally bungling their internal AI model development, squandering massive amounts of internal compute resources on models that ultimately are not competitive, but the custom silicon is another matter
Juicy. Anyone have a link or context to this? I'd not heard of this reception to NOVA and related.
Re: The impact of competition and DeepSeek on Nvidia
#15It seems like a pointless discussion since DeepSeek uses Nvidia GPUs after all.
it uses a fractional amount of GPUs though.
As it says in the article, you are talking about a mere constant of proportionality, a single multiple. When you're dealing with an exponential growth curve, that stuff gets washed out so quickly that it doesn't end up matter all that much.
Keep in mind that the goal everyone is driving towards is AGI, not simply an incremental improvement over the latest model from Open AI.
Re: The impact of competition and DeepSeek on Nvidia
#16Re: The impact of competition and DeepSeek on Nvidia
#17It seems like a pointless discussion since DeepSeek uses Nvidia GPUs after all.
it uses a fractional amount of GPUs though.
Their loss curve with the RL didn't level off much though, could be taken a lot further and scaled up to more parameters on the big nvidia mega clusters out there. And the architecture is heavily tuned to nvidia optimizations.
Re: The impact of competition and DeepSeek on Nvidia
#18This is an excellent article, basically a patio11 / matt levine level breakdown of what's happening with the GPU market.
Re: The impact of competition and DeepSeek on Nvidia
#19link seems to be dead... is this article still up somewhere?