Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
1–10 of 12 posts
Re: Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
#2This Just In: Nvidia Stock Rising In Response to Demand For DeepSeek Inference
Re: Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
#3I 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?
Re: Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
#4DeepSeek 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...
Re: Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
#5You 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.
Re: Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
#6DeepSeek 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...
Re: Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
#7I 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?
State subsidies. China will happily make up a loss for a company if it can take dollars away from US corporations.
Re: Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
#8DeepSeek 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...
Are you saying Singapore is shipping gpus to china or building data centers inside Singapore for the Chines access ?
Re: Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
#9DeepSeek 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...
any details?
Re: Nvidia Stock May Fall as DeepSeek's 'Amazing' AI Model Disrupts OpenAI
#10Earlier quoted context omitted.
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...
Are you saying Singapore is shipping gpus to china or building data centers inside Singapore for the Chines access ?
SG is very small country and yet someone was buying 1/3 of the volume of the US market in Q3.
The DC market in SG has a very low vacancy rate meaning there's very little available space.... i.e. where are all those GPUs going if the market has very little space available?
To play's devils advocate, this could be an Nvidia reporting quirk with all of sales in SE Asia being reported as "Singapore" but even then, the numbers still piqued my interest.