China checkmates US AI monopoly. Gifts its OpenAI killer Deepseek to the world at no cost

[Winehole23]

If semi-analysis is correct, the hyped training cost was too low by a lot --

serious, concerted effort and are by no means a “side project” as many in the media claim. We are confident that their GPU investments account for more than $500M US dollars, even after considering export controls

https://semianalysis.com/2025/01/31/deepseek-debates/

[Winehole23]

buffaloed

industry analyst firm SemiAnalysis reports that the company behind DeepSeek incurred $1.6 billion in hardware costs and has a fleet of 50,000 Nvidia Hopper GPUs, a finding that undermines the idea that DeepSeek reinvented AI training and inference with dramatically lower investments than the leaders of the AI industry.


DeepSeek operates an extensive computing infrastructure with approximately 50,000 Hopper GPUs, the report claims. This includes 10,000 H800s and 10,000 H100s, with additional purchases of H20 units, according to SemiAnalysis. These resources are distributed across multiple locations and serve purposes such as AI training, research, and financial modeling. The company's total capital investment in servers is around $1.6 billion, with an estimated $944 million spent on operating costs, according to SemiAnalysis.

ttps://www.tomshardware.com/tech-industry/artificial-intelligence/deepseek-might-not-be-as-disruptive-as-claimed-firm-reportedly-has-50-000-nvidia-gpus-and-spent-usd1-6-billion-on-buildouts

[SnakeBoy]

Word, 0.
A GD disgrace is what it is.

It is. He'll change his tune when Trump starts buying bitcoin. I'll probably forgive him, he's pretty funny.

[hater]

20 years in jail for downloading Open Source software

Time to move to free and prosperous China

What an epic meltdown

[hater]

Yes. He is.

[Winehole23]

https://www.platformer.news/too-many-ai-companies/

[ChumpDumper]

I predict Grok will be considered good enough for government work.

[SnakeBoy]

Bullish on Nvidia?

Give us your personal opinion.

I will be if it gets to the low $90's

Damn these bears still can't get it under $105, SAD! Maybe Liberation Day will give them the boost they need.

[Winehole23]

Damn these bears still can't get it under $105, SAD! Maybe Liberation Day will give them the boost they need.

btw, what's being liberated tomorrow?

[SnakeBoy]

btw, what's being liberated tomorrow?

The USA

[Winehole23]

The USA

from the USA?

[SnakeBoy]

from free trade silly

[ChumpDumper]

btw, what's being liberated tomorrow?

Meta and Microsoft have already liberated themselves from several data center leases. It looks like companies like CoreWeave are trying to exist as GPU power providers for the actual AI companies. Folks don't seem so bullish on that so far; we'll have to see if it's because CW is a company or if it's the first domino.

[Winehole23]

from free trade silly

what will free trade be replaced with?

[Winehole23]

I predict Grok will be considered good enough for government work.

it already has been, I think

who is executing Trumplandia's whole of government, brute force censorship of dirty words? how is DOGE identifying contracts and leases to cancel?

[ChumpDumper]

it already has been, I think

who is executing Trumplandia's whole of government, brute force censorship of dirty words? how is DOGE identifying contracts and leases to cancel?

They just are. You don't need to know. State secret or something.

[baseline bum]

Damn these bears still can't get it under $105, SAD! Maybe Liberation Day will give them the boost they need.

Would have been great 45 years ago before our manufacturing sector got hollowed out by St Ronnie, Bush, and Clinton. Now it's closing the barn door when the horse is three towns over. Anyone with a room temperature IQ can see this is just Trump pushing what is effectively a really high sales tax to shift the tax burden further on to the people and then lower taxes on the robber barons.

[Winehole23]

Would have been great 45 years ago before our manufacturing sector got hollowed out by St Ronnie, Bush, and Clinton. Now it's closing the barn door when the horse is three towns over. Anyone with a room temperature IQ can see this is just Trump pushing what is effectively a really high sales tax to shift the tax burden further on to the people and then lower taxes on the robber barons.

gets pre-baked into the prices

[Thread]

Would have been great 45 years ago before our manufacturing sector got hollowed out by St Ronnie, Bush, and Clinton. Now it's closing the barn door when the horse is three towns over.

Amen.

[Winehole23]

They just are. You don't need to know. State secret or something.

what happens to all the PI DOGE hoovered up?

do they really need access to the federal payroll database too?

isn't it enough that DOGE already hacked the US Treasury system of payment and is about to hack Social Security?

[baseline bum]

Amen.

Then why the are you supporting these tariffs that are basically a 25% sales tax? Are you ing re ed?

[Thread]

Then why the are you supporting these tariffs that are basically a 25% sales tax? Are you ing re ed?

Because your statement is a carbon copy of my statement about that subject. We let the auto industry go back in the '70's. Our morning after regret a half century later is folly.

The old man genuinely believes he can grab jacks & timbers and start back down. He also believed that in '17 on the New York to Boston [train track trail of tears] and found out that it was impossible after all.

I don't blame him for trying though. (It) emantes from his heart.

[baseline bum]

Because your statement is a carbon copy of my statement about that subject. We let the auto industry go back in the '70's. Our morning after regret a half century later is folly.

The old man genuinely believes he can grab jacks & timbers and start back down. He also believed that in '17 on the New York to Boston [train track trail of tears] and found out that it was impossible after all.

I don't blame him for trying though. (It) emantes from his heart.

No he doesn't, it's the Fair Tax from the Bush days being sold to rubes like you as a trade war

[Thread]

No he doesn't, it's the Fair Tax from the Bush days being sold to rubes like you as a trade war

You saying that don't make it so, bum.

[baseline bum]

You saying that don't make it so, bum.

So you think he's not crooked, you think he's just stupid but are willing to follow him off a cliff anyways.