Technology

My understanding is that DeepSeek still used Nvidia just older models and way more efficiently, which was remarkable. I hope to tinker with the opensource stuff at least with a little Twitch chat bot for my streams I was already planning to do with OpenAI. Will be even more remarkable if I can run this locally.

However this is embarassing to the western companies working on AI and especially with the $500B announcement of Stargate as it proves we don't need as high end of an infrastructure to achieve the same results.

It still rely on nvidia hardware why would it trigger a sell-off? Also why all media are picking up this news? I smell something fishy here...

Hm even with DeepSeek being more efficient, wouldn't that just mean the rich corps throw the same amount of hardware at it to achieve a better result?

In the end I'm not convinced this would even reduce hardware demand. It's funny that this of all things deflates part of the bubble.

Great, a stock sale.

Finally a proper good open source model as all tech should be

Bizarre story. China building better LLMs and LLMs being cheaper to train does not mean that nVidia will sell less GPUs when people like Elon Musk and Donald Trump can't shut up about how important "AI" is.

I'm all for the collapse of the AI bubble, though. It's cool and all that all the bankers know IT terms now, but the massive influx of money towards LLMs and the datacenters that run them has not been healthy to the industry or the broader economy.

Nice. Fuck you Nvidia.

nvidia falling doesn't make much sense to me, GPUs are still needed to run the model. Unless Nvidia is involved in its own AI model or something?