Sujet : Re: DeepSeek
De : hertz778 (at) *nospam* gmail.com (rhertz)
Groupes : sci.physics sci.physics.relativityDate : 27. Jan 2025, 21:42:57
Autres entêtes
Organisation : novaBBS
Message-ID : <0538b6bbe56e5e60c2d17de3967e217d@www.novabbs.com>
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https://www.zerohedge.com/news/2025-01-27/deepseek-freakoutDeepSeek Freakout
by GMG Research
Monday, Jan 27, 2025 - 11:33
Use this market panic as an opportunity. The big winner will be META
because they will opensource Llama 4. DeepSeek-V3 uses FP8 (Float 8-bit)
which is more efficient and is now opensourced. What's concerning is
that if the entire American AI ecosystem starts migrating to DeepSeek
opensource AI, this will help China develop significantly more with
less. Meta will be the savior to this transition.
The DeepSeek app itself is also a national security risk because it has
access to your Gmail. Do NOT download.
There are rumors that DeepSeek used 50,000 H100 chips instead of 2,400
H800 (older outdated) chips to train the models on (way more than $6M
CAPEX). Chinese labs have more H100s than people realize. This is
against the export controls that the US have in place so something will
be done to address this issue. DeepSeek is not doomsday for AI
buildouts.
Re: DeepSeek