I agree that this DeepSeek farse may end sooner than most people would have thought, as the Wall Street certainly misjuedged how GPUs are being used, and how pure RL has already being tested in various US companies DeepSeek wouldn't stand a chance to shake US's AI strategy, , page 173

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I agree that this DeepSeek farse may end sooner than most people would have thought, as the Wall Street certainly misjuedged how GPUs are being used, and how pure RL has already being tested in various US companies
DeepSeek wouldn't stand a chance to shake US's AI strategy,
时政
( twitter.com )

1年前由勃勃OC 提交

I agree that this DeepSeek farse may end sooner than most people would have thought, as the Wall Street certainly misjuedged how GPUs are being used, and how pure RL has already being tested in various US companies

DeepSeek wouldn't stand a chance to shake US's AI strategy, especially in the long run.

You can already see people questioning their 50K H100 GPU stock, the political biases those models inherit, and why it is not particularly useful to squeeze down costs in time of a pending AGI.

This basically means NVDA rebound back to $150 fater than ever.

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