Coding, Data Science, A.I. catch-All | DeepSeek - Chinese A.I. needs less power, fewer chips

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Callatoroy said:
Does any of this have an effect on Nvidia?
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Almost certainly. That infrastructure project they're talking about in Texas will likely mostly be Nvidia chips. They haven't decided on the chip manufacturer at this point but nvidia's are head and shoulders above everybody else right now. That may change by the time they break ground.
 
DeepSeek R1: Xi says hi to Trump

x.com

x.com x.com

DeepSeek R1, a new AI model from China, has entered the market with impressive efficiency, matching the performance of OpenAI's models at significantly lower costs. Released as open-source, this model has disrupted the AI landscape, causing a stir among Silicon Valley tech companies and leading to a surge in discussions on social media platforms. Its ability to achieve high performance with minimal resources has also led to speculation about potential impacts on major tech hardware providers like Nvidia.
This story is a summary of pos
 
heelslegup said:
DeepSeek R1: Xi says hi to Trump

x.com

x.com x.com

DeepSeek R1, a new AI model from China, has entered the market with impressive efficiency, matching the performance of OpenAI's models at significantly lower costs. Released as open-source, this model has disrupted the AI landscape, causing a stir among Silicon Valley tech companies and leading to a surge in discussions on social media platforms. Its ability to achieve high performance with minimal resources has also led to speculation about potential impacts on major tech hardware providers like Nvidia.
This story is a summary of pos
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Deepseek is a great company and that model is a good one but if those Twitter posts are real, I think they're overblowing it. They sound a little like paid bots for the newest mascara or meme coin.

Open AI is probably still ahead when it comes to performing certain LLM tasks but deepseek's new model does appear to have a significant cost advantage. Plus it's open source so there are certain things you can do much more cheaply and securely on your own hardware.
 
A few years back there were several interesting articles on how Chinese leaders admired what US did post WW2 and hooed to imitate it
1) Marshall Plan: win friends but also bring them into your ecosystem. China'sversion of Belt and Road
2) pour massive amounts of federal dollars into science R&D, university education etc.

The transformation of US from 1945 to 1965 was breaathraking in terms of world clout. China hopes to imitate that and simultaneously avoid US pitrfalls of getting bogged down in wars like Vietnam and overextended mulitarily.
 
heelslegup said:
A few years back there were several interesting articles on how Chinese leaders admired what US did post WW2 and hooed to imitate it
1) Marshall Plan: win friends but also bring them into your ecosystem. China'sversion of Belt and Road
2) pour massive amounts of federal dollars into science R&D, university education etc.

The transformation of US from 1945 to 1965 was breaathraking in terms of world clout. China hopes to imitate that and simultaneously avoid US pitrfalls of getting bogged down in wars like Vietnam and overextended mulitarily.
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Of course. There are a lot of misconceptions about China among the average American and a ton of American elected officials. Having “communist” in their name throws a lot of people off, but they’re essentially just trying to beat us at our own game. And doing so.
 
I see the current Chinese economy as a bit of the Ponzi scheme. They've used the immense growth from trade over the last few decades to invest in infrastructure, military, etc., but with horrible demographics and global turmoil from Covid, Russia, etc., they're teetering badly right now. This new AI move is akin to a massive new third-party investment that could enable China to pay some of its existing obligations, at least for a while. Or maybe it won't. Or maybe it will, but not for long enough. In any event, Ponzi schemes usually fall apart eventually, and that seems likely to happen with the Chinese economy as well, at least as long as the dollar remains the world's reserve currency.
 
Paine said:
Of course. There are a lot of misconceptions about China among the average American and a ton of American elected officials. Having “communist” in their name throws a lot of people off, but they’re essentially just trying to beat us at our own game. And doing so.
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I wouldn’t be so sure China is “beating” us. Their current weaknesses and vulnerabilities are well documented.
 
SmilingJack said:
So if Deep Seek can blow up AI wondering about the Bitcoin bro's?
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Deep seek can't blow up AI. They are a competitor that has made an advance in one aspect of AI. Someone else will make another advance in a few days and they'll all try to keep up with each other.

I'm not sure what you're worrying about with regard to bitcoin.
 
Geisterfahrer said:
Market thinks so 🤪

If you only need a fraction of the infrastructure to achieve same or better results, it’s not good for the sellers of infrastructure.
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Unless those sellers can backdoor whatever China was doing differently, and adjust in real time.
 
gtyellowjacket said:
Deep seek can't blow up AI. They are a competitor that has made an advance in one aspect of AI. Someone else will make another advance in a few days and they'll all try to keep up with each other.

I'm not sure what you're worrying about with regard to bitcoin.
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Bitcoin depends, largely, on the financial success of people in the tech industry.
 
heelslegup said:
DeepSeek R1: Xi says hi to Trump

x.com

x.com x.com

DeepSeek R1, a new AI model from China, has entered the market with impressive efficiency, matching the performance of OpenAI's models at significantly lower costs. Released as open-source, this model has disrupted the AI landscape, causing a stir among Silicon Valley tech companies and leading to a surge in discussions on social media platforms. Its ability to achieve high performance with minimal resources has also led to speculation about potential impacts on major tech hardware providers like Nvidia.
This story is a summary of pos
Click to expand...
Are we assuming China isn't lying about the power needed? I remember VW and their "clean diesel" cars, which were a company wide deception of test results.
 
sringwal said:
Bitcoin depends, largely, on the financial success of people in the tech industry.
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Oh that makes sense then. I could see you going one of two ways. If you are a junior coder, they're probably going to need a lot less of those. If you are a good product manager or a good senior coder, you might become that much more valuable. So likely won't be as good for Bitcoin, but I'm just not sure how much money those guys have to invest.
 
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