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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
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Offshore
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Illiquid
The subcontractor that built the Singapore fab is $1416.hk, a negative EV company that is the preferred subcontractor of all the Japanese (and some Chinese) contractors building fabs and data centers in Singapore.
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The subcontractor that built the Singapore fab is $1416.hk, a negative EV company that is the preferred subcontractor of all the Japanese (and some Chinese) contractors building fabs and data centers in Singapore.
🤔 While #TSMC’s freshly released 4Q25 sales jumped over 20% YoY, the foundry is reportedly fast-tracking global capacity reshuffles, with mature-node output and tools potentially shifting to affiliate VIS’s Singapore fabs.💡More: https://t.co/JDXekvQfMS 🔗 https://t.co/mTI7RhiRgz tweet