cross-posted from: https://lemm.ee/post/53805638

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[–] 57 points 2 years ago (4 children)

My understanding is that DeepSeek still used Nvidia just older models and way more efficiently, which was remarkable. I hope to tinker with the opensource stuff at least with a little Twitch chat bot for my streams I was already planning to do with OpenAI. Will be even more remarkable if I can run this locally.

However this is embarassing to the western companies working on AI and especially with the $500B announcement of Stargate as it proves we don't need as high end of an infrastructure to achieve the same results.

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  • [–] 5 points 2 years ago (1 child)

    It's really not. This is the ai equivalent of the vc repurposing usa bombs that didn't explode when dropped.

    Their model is the differentiator here but they had to figure out something more efficient in order to overcome the hardware shortcomings.

    The us companies will soon outpace this by duping the model and running it on faster hw

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  • [–] 2 points 2 years ago (2 children)

    My understanding is that DeepSeek still used Nvidia just older models

    That's the funniest part here, the sell off makes no sense. So what if some companies are better at utilizing AI than others, it all runs in the same hardware. Why sell stock in the hardware company? (Besides the separate issue of it being totally overvalued at the moment)

    This would be kind of like if a study showed that American pilots were more skilled than European pilots, so investors sold stock in airbus... Either way, the pilots still need planes to fly...

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  • [–] 4 points 2 years ago (1 child)

    Yes, but if they already have lots of planes, they don't need to keep buying more planes. Especially if their current planes can now run for longer.

    AI is not going away but it will require less computing power and less capital investment. Not entirely unexpected as a trend, but this was a rapid jump that will catch some off guard. So capital will be reallocated.

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