DeepSeek R2 launch stalled as CEO balks at progress

Post by Aeolun » Sat, Jun 28, 2025, 10:42 AM UTC

sundache wrote: post #46

Papazsazsa wrote: post #39

Earlier quoted context omitted.

I don't know why this isn't the crux of our current geopolitical spat. Surely it would be cheaper and easier for the CCP to develop their own chipmaking capacity than going to war in the Taiwan strait?

A problem they face in building their own capacity is that ASML isn't allowed to export their newest machines to China. The US has even pressured them to stop servicing some machines already in China. They've been working on getting their own ASML competitor for decades, but so far unsuccessfully.

Post by randomname93857 » Sat, Jun 28, 2025, 10:44 AM UTC

layer8 wrote: post #29

energy123 wrote: post #16

Earlier quoted context omitted.

Your views on this question are going to differ a lot depending on the probability you assign to a conflict with China in the next five years. I feel like that number should be offered up for scrutiny before a discussion on the cost vs benefits of export controls even starts.

Are you saying that large-model capabilities would make a substantial difference in a military conflict within the next five years? Because we aren’t seeing any signs of that in, say, the Ukraine war.

Post by WJW » Sat, Jun 28, 2025, 10:51 AM UTC

Papazsazsa wrote: post #39

Aeolun wrote: post #37

So Nvidia stock is going to crash hard when the Chinese inevitably produce their own competitive chip. Though I’m baffled by the fact they don’t just license and pump out billions of AMD chips. Nvidia is ahead, but not that far ahead. My consumer AMD card (7900 XTX) outperforms the 15x more expensive Nvidia server chip (L40S) that I was using.

I don't know why this isn't the crux of our current geopolitical spat. Surely it would be cheaper and easier for the CCP to develop their own chipmaking capacity than going to war in the Taiwan strait?

Post by coderatlarge » Sat, Jun 28, 2025, 10:52 AM UTC

impossiblefork wrote: post #6

teruakohatu wrote: post #3

The title of the article is "DeepSeek R2 launch stalled as CEO balks at progress" but the body of the article says launch stalled because there is a lack of GPU capacity due to export restrictions, not because a lack of progress. The body does not even mention the word "progress". I can't imagine demand would be greater for R2 than for R1 unless it was a major leap ahead. Maybe R2 is going to be a larger/less perform…

The lack of GPU capacity sounds like bullshit though, and it's unsourced. It's not like you can't offer it as a secondary thing, sort of like O-3 or even just turning on the reasoning.

Post by sailingparrot » Sat, Jun 28, 2025, 10:58 AM UTC

numair wrote: post #56

> The Information reported on Thursday, citing two people with knowledge of the situation. I miss the old days of journalism, when they might feel inclined to let the reader know that their source for the indirect source is almost entirely funded by the fortune generated by a man who worked slavishly to become a close friend of the boss of one of DeepSeek’s main competitors (Meta). Feel bad for anyone who gets their…