DeepSeek launched a free, open-source large language model in late December, claiming it was developed in just two months at a cost of under $6 million.
True, but training is one-off. And as you say, a factor 100x less costs with this new model. Therefore NVidia just saw 99% of their expected future demand for AI chips evaporate
It might also lead to 100x more power to train new models.
It might also lead to 100x more power to train new models.
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Thank you. Sounds like good news.