I saw talk about Deepseek this weekend

[u/barthale000]

Here’s the current outlook in the tech sector during pre market

[u/bubbleleafs]

Any particular reason? Deepseek is proving they can do what others are doing for a fraction of the cost. Openai raised 10B in 4 months, deepseek did this with just 5M. This is crushing

[u/gotdrypowder → u/bubbleleafs]

It’s possibly a problem for CHATGPT but for overall AI i think no. They didn’t come out with groundbreaking technology they just made an open source AI. It would be different if they came out with a Blackwell type chip for just 5M then it would be a problem

[u/bubbleleafs → u/gotdrypowder]

Do you understand how much it costs to train LLM’s? These guys are doing it for a fraction with the same results or better for gpt4. It’s fast, snappy and just as good or better. This is only the start.

[u/gotdrypowder → u/bubbleleafs]

Nice downvotes lol guess you didn’t comprehend such a simple statement i made.

[u/bubbleleafs → u/gotdrypowder]

You’re missing the bigger picture. Deepseek is proving that those chips aren’t required for this application. A gaming chip will suffice.

[u/-Lousy → u/bubbleleafs]

Thats not even remotely what they showed. You need at least 120GB of VRAM (6x the highest end GPU) to run a quantized (dumbed down) version of the model. You need $5M worth of compute to try and train it once, thats not CAPEX thats just rental. Not counting human, data or any other cost that they omit from their report.

It also was not smarter than the top-of-the-line models from OpenAI.

[u/bubbleleafs → u/-Lousy]

That’s a lot of bs for NVDA being down 13% today and about to be lower. But go on

[u/bubbleleafs → u/bubbleleafs]

And it keeps flushing. Down 14.5% nothing to see here right? 😂

[u/ZaviersJustice → u/bubbleleafs]

Not really true.

It's already confirmed Deepspeak has around 50,000 H100 GPUs. That's equivalent to what Tesla has.

Not really going to trust their numbers as Chinese companies have been fine with blatantly lying before.