Deepseek R1 running locally is insanely impressive. If that truly cost 5.5 million to produce then the equity uplift from AI that all the FAANG stocks got is going to be wiped out.
There won't be a reason to buy 100,000 H100 from Nvidia to train your model.
As soon as this realisation seeps into equity markets then there is going to be carnage.
=> More informations about this toot | View the thread | More toots from diego@lounge.collabfc.com
text/geminiThis content has been proxied by September (ba2dc).