this post was submitted on 27 Jan 2025
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882
Nvidia falls 14% in premarket trading as China's DeepSeek triggers global tech sell-off (www.cnbc.com)
submitted 3 days ago by [email protected] to c/[email protected]
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cross-posted from: https://lemm.ee/post/53805638

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[–] [email protected] 51 points 3 days ago* (last edited 3 days ago) (1 children)

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?

Only up to the point where the AI models yield value (which is already heavily speculative). If nothing else, DeepSeek makes Altman's plan for $1T in new data-centers look like overkill.

The revelation that you can get 100x gains by optimizing your code rather than throwing endless compute at your model means the value of graphics cards goes down relative to the value of PhD-tier developers. Why burn through a hundred warehouses full of cards to do what a university mathematics department can deliver in half the time?

[–] [email protected] 8 points 2 days ago* (last edited 2 days ago) (1 children)

you can get 100x gains by optimizing your code rather than throwing endless compute at your model

woah, that sounds dangerously close to saying this is all just developing computer software. Don't you know we're trying to build God???

[–] [email protected] 2 points 2 days ago

Altman insisting that once the model is good enough, it will program itself was the moment I wrote the whole thing off as a flop.