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Hidden Value Gems
"Many people are speculating that DeepSeek is simply lying about the number of GPUs and GPU hours spent training these models because they actually possess far more H100s than they are supposed to have given the export restrictions on these cards, and they don't want to cause trouble for themselves or hurt their chances of acquiring more of these cards.
While it's certainly possible, I think it's more likely that they are telling the truth, and that they have simply been able to achieve these incredible results by being extremely clever and creative in their approach to training and inference. They explain how they are doing things, and I suspect that it's only a matter of time before their results are widely replicated and confirmed by other researchers at various other labs."
h/t @doodlestein
Good read 👇
https://t.co/dWEKGCHlUH
#NVDA #TSMC #ASML #META #GOOG #DeepSeek
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"Many people are speculating that DeepSeek is simply lying about the number of GPUs and GPU hours spent training these models because they actually possess far more H100s than they are supposed to have given the export restrictions on these cards, and they don't want to cause trouble for themselves or hurt their chances of acquiring more of these cards.
While it's certainly possible, I think it's more likely that they are telling the truth, and that they have simply been able to achieve these incredible results by being extremely clever and creative in their approach to training and inference. They explain how they are doing things, and I suspect that it's only a matter of time before their results are widely replicated and confirmed by other researchers at various other labs."
h/t @doodlestein
Good read 👇
https://t.co/dWEKGCHlUH
#NVDA #TSMC #ASML #META #GOOG #DeepSeek
tweet
Hidden Value Gems
Only 13% of people in this mini survey are worried about the DeepSeek threat to US tech. Quite a bullish sentiment.
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Only 13% of people in this mini survey are worried about the DeepSeek threat to US tech. Quite a bullish sentiment.
What are your thoughts? 🤔👇
Is DeepSeek a game changer for US tech?
#DeepSeek #Stocks #NASDAQ #AI
- No
- Yes - lower capex (good)
- Don't know
- Yes- lower margins/growth tweet
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