this post was submitted on 27 Jan 2025
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My understanding is that DeepSeek still used Nvidia just older models and way more efficiently, which was remarkable. I hope to tinker with the opensource stuff at least with a little Twitch chat bot for my streams I was already planning to do with OpenAI. Will be even more remarkable if I can run this locally.
However this is embarassing to the western companies working on AI and especially with the $500B announcement of Stargate as it proves we don't need as high end of an infrastructure to achieve the same results.
That's the funniest part here, the sell off makes no sense. So what if some companies are better at utilizing AI than others, it all runs in the same hardware. Why sell stock in the hardware company? (Besides the separate issue of it being totally overvalued at the moment)
This would be kind of like if a study showed that American pilots were more skilled than European pilots, so investors sold stock in airbus... Either way, the pilots still need planes to fly...
Perhaps the stocks were massively overvalued and any negative news was going to start this sell off regardless of its actual impact?
That is my theory anyway.
Yeah, I think that's a pretty solid theory. Makes more sense when looked at that way.