“#DeepSeek claims to have used fewer chips than its rivals to develop its models, making them cheaper to produce and raising questions over a multibillion-dollar #AI spending spree by US companies that has boosted markets in recent years.
The company developed bespoke #algorithms to build its models using reduced-capability H800 chips produced by Nvidia, according to a research paper published in December.
Nvidia’s most advanced chips, H100s, have been banned from export to China since September 2022 by US sanctions. #Nvidia then developed the less powerful #H800 chips for the #Chinese market, although they were also banned from export to #China last October.”
This is hilarious on two fronts. A) a better product with cheaper production processes, B) Foreign owned Co.
Making things cheaper is the key to #innovation & uptake. That’s why US #investment is spooked. No expensive hurdles.
https://www.theguardian.com/business/2025/jan/27/tech-shares-asia-europe-fall-china-ai-deepseek
=> More informations about this toot | More toots from peterrenshaw@ioc.exchange
“$955b meltdown: Wall Street darling suffers biggest one-day loss in history:
… The semiconductor maker (#Nvidia) is leading a broader selloff in #technology shares after #DeepSeek’s low-cost approach reignited concerns that big #US companies have poured too much money into developing artificial intelligence, since the #Chinese firm appears to provide a comparable #performance to Western #chatbots at a fraction of the #price.”
Hardly a response for an economy / investment based on reality. AI development will rumble on for decades more, with / without the “stupid money”.
[#]AI / #WallStreet https://smh.com.au/business/markets/955-billion-meltdown-wall-street-darling-suffers-biggest-one-day-loss-in-history-20250128-p5l7lt.html
=> More informations about this toot | More toots from peterrenshaw@ioc.exchange
“Reuters is reporting that one of DeepSeek's research papers showed that it had used about 2,000 of Nvidia's #H800 chips, which were designed to comply with US export controls released in 2022.
The #US microchip export controls were designed to freeze #China's development of supercomputers used to develop nuclear weapons and artificial intelligence systems.
"#DeepSeek didn't come out of nowhere — they've been at model building for years," #RAND Corporation technology advisor Jimmy Goodrich told #Reuters.”
You’ll see a lot of BS arguments over the number & type of NV chips used. This is Politics.
The key thing to remember is the low price will increase use. The production numbers (costs) will be verified because the code is open source.
=> More informations about this toot | More toots from peterrenshaw@ioc.exchange This content has been proxied by September (3851b).Proxy Information
text/gemini