I mean I get the DeepSeek launch exposes what NVIDIA and OPENAI have been pushing as the only roadmap to AI as incorrect, but doesn’t DeepSeek’s ability to harness less lower quality processors thereby allow companies like NVIDIA and OPENAI to reconfigure expanding their infrastructure’s abilities to push even further faster? Not sure why the selloff occurred, it’s like someone got a PC to post quicker with a x286, and everybody said hey those x386 sure do look nice, but we’re gonna fool around with these instead.
I believe this will ultimately be good news for Nvidia, terrible news for OpenAI.
Better access to software is good for hardware companies. Nvidia is still the world leader when it comes to delivering computing power for AI. That hasn’t changed (yet). All this means is that more value can be made from Nvidia gpus.
For OpenAI, their entire business model is based on the moat they’ve built around ChatGPT. They made a $1B bet on this idea - which they now have lost. All their competitive edge is suddenly gone. They have no moat anymore!
The fact that you can run it locally with good perfomance on 4+ years old machine (an M1 Max for example), is not exactly a good news for them. I think deepseek just made their 500 billion investment project, which was already absurd, incredibly stupid. I’m gonna say it again, the GAFAM economy is based on a whole lot of nothing. Now more then even, we can the web back and destroy their system. Fuck the tech-bros and their oligarch friend.
The reason for the correction is that the “smart money” that breathlessly invested billions on the assumption that CUDA is absolutely required for a good AI model is suddenly looking very incorrect.
I had been predicting that AMD would make inroads with their OpenCL but this news is even better. Reportedly, DeepSeek doesn’t even necessarily require the use of either OpenCL or CUDA.
but doesn’t DeepSeek’s ability to harness less lower quality processors thereby allow companies like NVIDIA and OPENAI to reconfigure expanding their infrastructure’s abilities to push even further faster?
Not that much if the problem is NP-hard and they were already hitting against the asymptote.
I mean I get the DeepSeek launch exposes what NVIDIA and OPENAI have been pushing as the only roadmap to AI as incorrect, but doesn’t DeepSeek’s ability to harness less lower quality processors thereby allow companies like NVIDIA and OPENAI to reconfigure expanding their infrastructure’s abilities to push even further faster? Not sure why the selloff occurred, it’s like someone got a PC to post quicker with a x286, and everybody said hey those x386 sure do look nice, but we’re gonna fool around with these instead.
I believe this will ultimately be good news for Nvidia, terrible news for OpenAI.
Better access to software is good for hardware companies. Nvidia is still the world leader when it comes to delivering computing power for AI. That hasn’t changed (yet). All this means is that more value can be made from Nvidia gpus.
For OpenAI, their entire business model is based on the moat they’ve built around ChatGPT. They made a $1B bet on this idea - which they now have lost. All their competitive edge is suddenly gone. They have no moat anymore!
well, it is 2025, a billion dollars isn’t what it used to be, a trillion is something
The fact that you can run it locally with good perfomance on 4+ years old machine (an M1 Max for example), is not exactly a good news for them. I think deepseek just made their 500 billion investment project, which was already absurd, incredibly stupid. I’m gonna say it again, the GAFAM economy is based on a whole lot of nothing. Now more then even, we can the web back and destroy their system. Fuck the tech-bros and their oligarch friend.
The reason for the correction is that the “smart money” that breathlessly invested billions on the assumption that CUDA is absolutely required for a good AI model is suddenly looking very incorrect.
I had been predicting that AMD would make inroads with their OpenCL but this news is even better. Reportedly, DeepSeek doesn’t even necessarily require the use of either OpenCL or CUDA.
It drastically reduced the minimum buy-in needed to play.
the house always wins
Not that much if the problem is NP-hard and they were already hitting against the asymptote.