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

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Geisterfahrer said:
If no one needs Nvidia’s GPUs to achieve the same or better results, then no one needs Nvidias GPUs and the company is way overvalued. See also ASML.
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some speculation out there that they have been getting the 'current' gpus via Singapore and used them to achieve these results...time will tell.
 
NCK9 said:
some speculation out there that they have been getting the 'current' gpus via Singapore and used them to achieve these results...time will tell.
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I'll be very surprised if China doesn't have access to (a) the most current chips, and (b) the most advanced proprietary technology, whether it's US or not. The global markets are just too complex and leaky, and China's cyber theft capabilities are too strong, for that not to be the case. I only hope US companies have already been pricing that reality into their products.
 
gtyellowjacket said:
This is possible. I came up with another theory. 20 years ago, companies had their own servers and databases for their business apps: email, payroll, HR, etc. Some folks might remember big server rooms at even relatively small companies. A lot of that has gone away and companies now pay someone else for server processing capacity as well as things like data storage

The three big players in this hosted business are Amazon, Google and Microsoft with Oracle a very distant fourth but trying to get in on it. This is a very big business. It is something like 2/3 of Amazon's operating profit every year. Seriously. All those people and warehouses and trucks are less than half the profits of Amazon's hosted infrastructure business.

So after losing to the three big players for this hosted server and database business, Oracle doesn't want to get left behind on this round. It's possible that they're hoping to invest up front into the AI chip technology and the software to manage it and the expertise to make it all work. I actually like it. Could be a fantastic business for them if the needs for AI processing keep growing anywhere near this rate.
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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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It's interesting the role of education played in that period of transformation while currently we are banning books and wanting to indoctrinate kids in school to a specific religion. Seems that we are go8ng the wrong direction.
 
dcf2 said:
MIT Tech Review

www.technologyreview.com

How a top Chinese AI model overcame US sanctions

With a new reasoning model that matches the performance of ChatGPT o1, DeepSeek managed to turn restrictions into innovation.
www.technologyreview.com www.technologyreview.com
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I didn't think this was going to make such a big splash. These kind of "breakthroughs" happen about once a week. This one must have really caught fire in the press or its a bigger deal than I think.

I can say that the deepseek web llm, which is probably not using the new model, is very busy today. I use it everyday and I never have gotten a service too busy message before today and it's pretty frequent.
 
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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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Oh I'm not worried as I have no fucking idea what they're about because to be honest I just don't understand Bitcoin. Now the Dutch Tulip Bubble and the South Sea Bubble I did understand.
 
there are whispers from vips i know that nvidia sold the chinese ai chips illegally. hold on to your horses this could really get entertaining...or exterminating
 
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