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  1. #26
    dangerous floater Winehole23's Avatar
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    I think I just heard a bubble burst.
    It's essentially as if someone had released a mobile on par with the iPhone but was selling it for $30 instead of $1000.

  2. #27
    dangerous floater Winehole23's Avatar
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    1. Development Costs
    OpenAI: OpenAI’s GPT-4o model reportedly cost over $100 million to develop, involving extensive computational resources and advanced hardware like Nvidia’s H100 GPUs. The training process required millions of GPU hours, reflecting the high cost of frontier AI models .

    DeepSeek: DeepSeek’s V3 model, with 671 billion parameters, was developed at a fraction of the cost—just $5.58 million. This was achieved using Nvidia’s H800 GPUs, which are less powerful but more cost-effective, and innovative techniques like Mixture-of-Experts (MoE) architecture .

    2. Hardware and Resource Utilization
    OpenAI: OpenAI relies on cutting-edge hardware, such as Nvidia’s H100 GPUs, which are subject to U.S. export restrictions to China. This reliance on high-performance chips significantly drives up costs .

    DeepSeek: DeepSeek has optimized its hardware usage by employing Nvidia’s H800 GPUs, tailored for the Chinese market. The company also uses advanced techniques like multi-token prediction and dynamic load balancing to reduce computational requirements .

    3. Training Efficiency
    OpenAI: OpenAI’s models typically require months of training and millions of GPU hours. For example, Meta’s Llama 3.1, a comparable model, required 30.8 million GPU hours .

    DeepSeek: DeepSeek’s V3 model was trained in just two months using 2.78 million GPU hours, showcasing remarkable efficiency. This was achieved through algorithmic innovations and hardware optimizations .

    https://medium.com/@mourao.martins/o...g-7beb884d196e

  3. #28
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    Nvidia getting wreckt


  4. #29
    dangerous floater Winehole23's Avatar
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    "missile gap"

    "save us big daddy!"


  5. #30
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    Ce la vi


  6. #31
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  7. #32
    dangerous floater Winehole23's Avatar
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    squishy sourcing for DeepSeek figures?

    I'm jokerfying in real time. The $5.58 million training number for DeepSeek's V3 model appears to be based on a tweet from a guy called Jim Fan who works at NVIDIA, except I can find no evidence of the tweet existing other than articles in the South China Morning Post citing them without a link

  8. #33
    dangerous floater Winehole23's Avatar
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    did $200B in capex on AI just get wasted, or will daddy Trump rush in to try to save the broligarchs who've been bringing him sacks of gold?

  9. #34
    dangerous floater Winehole23's Avatar
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    “[It] is deeply problematic for the thesis that the significant capital expenditure and operating expenses that Silicon Valley has incurred is the most appropriate way to approach the AI trend,’ said Nirgunan Tiruchelvam, head of consumer and internet at Aletheia Capital. “It calls into question the massive resources that have been dedicated to AI.”

  10. #35
    Alleged Michigander ChumpDumper's Avatar
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    Never thought I'd be thanking the ing Chinese for pausing the US tech bull machine. This might work out better happening relatively early in the process, but the forecast calls for pain.

  11. #36
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    Bloody l



  12. #37
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    Never thought I'd be thanking the ing Chinese for pausing the US tech bull machine. This might work out better happening relatively early in the process, but the forecast calls for pain.



  13. #38
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  14. #39
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  15. #40
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    Never thought I'd be thanking the ing Chinese for pausing the US tech bull machine. This might work out better happening relatively early in the process, but the forecast calls for pain.
    lol nothing has been paused

  16. #41
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    Lolz


  17. #42
    dangerous floater Winehole23's Avatar
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    lol nothing has been paused
    you're right, investors aren't pausing, they're panic selling

  18. #43
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    lol nothing has been paused
    You don't see any sort of change in US AI business strategy happening soon?

    Bullish on Nvidia?

    Give us your personal opinion.

  19. #44
    dangerous floater Winehole23's Avatar
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    Snake Boy literally has nothing to say about anything

  20. #45
    Alleged Michigander ChumpDumper's Avatar
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    Snake Boy literally has nothing to say about anything
    He and Darrin are black pilled thinking they are red pilled.

  21. #46
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    I will be if it gets to the low $90's

  22. #47
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    These es are melting down so hard

    "China sharing their AI knowledge to the world for free is dangerous"




  23. #48
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    I will be if it gets to the low $90's
    Trade like your favorite congresswoman


  24. #49
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    Trade like your favorite congresswoman

    She is the GOAT.

    I chickened out and sold Palantir the day before the election, missed the Trump bump. Still sitting on st T-bills. Hopefully the market tanks soon and I can start having some fun again.

  25. #50
    Alleged Michigander ChumpDumper's Avatar
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    I will be if it gets to the low $90's
    You don't see any sort of change in US AI business strategy happening soon?

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