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I had not realized just how bad the news of the DeepSeek chatbot had been for Nvidia's stock price. I suppose that placing all your bets on a bullshit technology that nobody wants has its downsides.

@gabrielesvelto In this case, this dip is because people are worried that a competitor will reduce NVIDIA's profits, no? Not about the fundamental technology?

Gabriele Svelto

@bhearsum I haven't read too much on the topic but it seems that the DeepSeek LLMs are roughly as good (or as bad) as the big bad OpenAI LLMs but need a fraction of the computational power... making Nvidia's future prospect look bad

@gabrielesvelto aaaaah, my bad, I clearly didn't read too much into it...

@gabrielesvelto @bhearsum I'm confused. I read that training that model costed just a few millions, but then I also read that this company has a stock of nVidia A100 chips worth hundreds of millions (assuming 15k/chip).

technologyreview.com/2025/01/2

MIT Technology Review · How a top Chinese AI model overcame US sanctionsBy Caiwei Chen

@gabrielesvelto @bhearsum they use chips from 2023, before export restrictions, and get seemingly better result