🇨🇳🤖 Why Huawei & Alibaba are Surprise Winner of DeepSeek vs Nvidia Battle

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  • Опубліковано 31 січ 2025

КОМЕНТАРІ • 74

  • @sarahkhan2310
    @sarahkhan2310 2 дні тому +20

    Hello everybody. Firstly welcome to XiaoHongShu and now welcome to DeepSeek. This is China’s Hong Pow gift of DeepSeek to the world. China is a blessing to the world. Hope these america politicians can hear and speak like you. Let us work, prosper and be happy together in this transient world. Wishing you all a Happy New Spring in The Year Of The Wood Snake

  • @stevenhuang4193
    @stevenhuang4193 2 дні тому +57

    DeepSeek used Nvidia A80 to achieve this benchmark performance, Huawei GPU is in par with Nvidia A100. Yeaa, If DeepSeek uses Huawei' GPU to prove it can do the same or even better, US GPU embargo will totally collapse. Has anyone still double Huawei's capability in the world ? LOL

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  2 дні тому +13

      Game changer

    • @DailyBeatings
      @DailyBeatings 2 дні тому +14

      DeepSeek uses Huawei's 910C for inference ever though it was trained on Nvidia. From day one DeepSeek has supported Huawei for training and inference.

    • @verypleasantguy
      @verypleasantguy 2 дні тому +9

      The inference engine was powered by Huawei's Ascend chips

    • @stevenhuang4193
      @stevenhuang4193 2 дні тому +1

      @@DONGXiiTheChinaOpportunity let make it more sensational and call it "Sputnik moment", LOL

    • @SoonYum
      @SoonYum 21 годину тому +1

      Huawei partnering SMIC is fully capable of producing the chips needed for AI. Maybe this is the reason SMIC's share price rose sharply to touch a new high of HK$44 earlier this month.

  • @juliancochran
    @juliancochran 2 дні тому +32

    Wall Street and the media here don't want to talk about Qwen 2.5, though happy to obsess about Deepseek, because Quen has Alibaba behind it and they don't want to put attention to a large competitor. With Deepseek there is so little capital behind it that they are happy to report it, but Qwen is being missed in the reporting despite better and also free.

    • @_Wai_Wai_
      @_Wai_Wai_ 2 дні тому +1

      no wonder my Alibaba stocks were rising.

  • @NIOTrending
    @NIOTrending 2 дні тому +10

    100k+ subs...looking forward to the channel reaching that milestone! 🎉Marcel 🙏🏼

  • @LaoDand
    @LaoDand 2 дні тому +42

    Deepseek used 2000 Nvidia chips for training but it used far cheaper Huawei chips for inference.

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  2 дні тому +4

      Yeah

    • @jsc3417
      @jsc3417 2 дні тому

      what does it mean, inference with Huawei chip?

    • @eltonho09
      @eltonho09 2 дні тому

      @@jsc3417 When you ask DeepSeek questions and it use inference to figure out answers for you. Once DeepSeek is released, inference engines are required running round the clock. Training are conducted massively on massive collection of data, then periodically to gather new knowlege from new data.

    • @spidey5324
      @spidey5324 2 дні тому +7

      @@jsc3417 It means AI does not need many Nvidia chips (High End)

  • @jilidkuminding7356
    @jilidkuminding7356 День тому +2

    DeepSeek. Thank You. We LOVE You # ❤ from Malaysia

  • @edfritz1569
    @edfritz1569 2 дні тому +8

    Marcel, very nice to see high view count on your content! Very well deserved!!

  • @VicTor-l8c2n
    @VicTor-l8c2n 3 дні тому +10

    First! Thank you for your videos Marcel!

  • @Anders01
    @Anders01 День тому +2

    Yes, I think the Chinese semiconductor development has been hugely underestimated in the West. Even the claim that SMIC is using old lithography machines from ASML for their new chips I have doubts about. The Western experts are just guessing! And therefore are taken by surprise again and again by the Chinese progress. I of course guess too, but not like ASML's CEO who says that China is 10-15 years behind leading chipmakers.

  • @Burgermonster
    @Burgermonster 2 дні тому +3

    It will be interesting to see how this plays out. Looking forward to more of your videos!

  • @tajabdullah.malaysia
    @tajabdullah.malaysia День тому +2

    ❤❤🎉🎉 ❤🎉 DeepSeek is democratising access to knowledge and technology, fostering a global exchange that benefits all of humanity. By freely sharing resources, DeepSeek is breaking down barriers and empowering individuals worldwide to contribute to human development and well-being. This inclusive approach transcends the limitations of traditional capitalist models, promoting collaboration and shared progress towards a more equitable and prosperous future for everyone. 🎉🎉🎉❤❤

  • @Drgnrt
    @Drgnrt 3 дні тому +9

    Congrats on the record viewcount!!!

  • @nio4128
    @nio4128 2 дні тому +4

    Thank you Marcel as always!! Very interesting topics

  • @JT_Nio_usa
    @JT_Nio_usa 2 дні тому +1

    Very nice! Thanks Marcel for sharing your thought.

  • @MegaTonyng
    @MegaTonyng 3 дні тому +3

    thanks for sharing your insights 👏🤞

  • @AndreaDeBernardi
    @AndreaDeBernardi 2 дні тому +4

    "ASML CEO makes case that DeepSeek is positive for chip demand"

  • @brunoschnider1837
    @brunoschnider1837 2 дні тому

    Thank you for this report

  • @jamesalec1321
    @jamesalec1321 2 дні тому +3

    Getting tired of hearing about this 'sputnik moment'; I've heard this phrase over 100 times the last two days by everyone who has something to say. This is the greatest thing since chocolate got mixed up with peanut butter.

    • @mijmijrm
      @mijmijrm 2 дні тому +2

      it seems like the wrong analogy anyway. Sputnik was the first satellite. DeepSeek isn't the first AI.

  • @gustavo-1972
    @gustavo-1972 2 дні тому +4

    When NIO shows up in the radars on the western hemisphere, shouldn't it also cause a similar impact on american ev manufacturers and the public will feel scammed by low quality and low tech and overpriced compared to NIO?

  • @theRedstoneinn_Dubuque
    @theRedstoneinn_Dubuque 2 дні тому +2

    Wow! What a great program from Marcel. This is one of the most objective assessments that I have seen in the internet about Chinese AI development. Especially, his reference to Huawei Ascend AI chips focused on inference training. Great work Marcel!💪加油!
    ❤👍👍👍👍👍🙏👏🔥😍❤️

  • @rawfromnowhere
    @rawfromnowhere 2 дні тому

    I am sure there is work on upgrading the CUDA framework as well...

  • @blengi
    @blengi 2 дні тому

    why is r1 with 50 times the inference compute advantage not much more performant per scaling laws than the arena llm leaderboard leaders google and openAI which it trails? Surely r1 should ace ARC and frontier math like o3 yet is o1 level?

  • @onetwothreefour-s1n
    @onetwothreefour-s1n 2 дні тому

    Interesting stuff

  • @existentialbaby
    @existentialbaby 2 дні тому

    subbed ❤

  • @dltn42
    @dltn42 2 дні тому +1

    These doubts about how many GPUs was used to train DeepSeek is a Big Tech paid Narrative 😂
    Serious Machine learning engineers that did read the paper DeepSeek published are saying they built the algorithm to use as less computational power as possible... It's all there, open, for everyone to see.
    Their Machine Learning Theories are better, and works.... SIMPLE.

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  2 дні тому

      But even Elon thinks they cheated and have smuggled chips 😂 makes sense if u look at todays Tesla earnings report where they state they increased their chips investment so much

  • @winghosamLeung-ff3bu
    @winghosamLeung-ff3bu 9 годин тому

    DeepSeek's learning OpenAI is belonged to CCP🇨🇳, it can be used by Alibaba, Xiaomi, BaiduAi....... But the Nvidia will stop to supply any chip to CCP anymore in coming days.

  • @blengi
    @blengi 2 дні тому

    -有趣的是,如果有证据表明 deepseek 侵犯了 openAI 的知识产权和服务条款,Groq 是否会继续托管 deepseek,因为担心被起诉-
    be interesting to see if Groq continues to host deepseek if is evidence deepseek violated openAI's intellectual property and terms of service for fear of being sued

  • @AgusSiaw
    @AgusSiaw 2 дні тому

    Deepseek use 007 chip

  • @abemanzur6985
    @abemanzur6985 День тому

    Tech Bros AI stocks going to the MOON because high cost…
    Tech Bros AI stocks going to the MOON because low cost…
    -___- damage control in full effect 😂
    You all better take ur Nvidia profits off the table before it’s too late

  • @호롱방
    @호롱방 2 дні тому +3

    자유민주주의 안보 인권을 위해 딥시크 금지 제재 해야된다 자유민주주의만세

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  2 дні тому +5

      Lol aren’t you guys in Martial Law?

    • @호롱방
      @호롱방 2 дні тому

      @@DONGXiiTheChinaOpportunity 당신혹시 중국에서오래살았나요 아님 당신러시아사람입니까..? 자유민주주를부정하는사람은 공산당 입니다

    • @lamdao1242
      @lamdao1242 2 дні тому +4

      LOL! I don’t trust American billionaires either so - I don’t mind having more competition!

    • @호롱방
      @호롱방 2 дні тому

      @ 님러시아사람인가요..?

    • @rubencouso7497
      @rubencouso7497 2 дні тому

      ​​​@@호롱방Eres un siervo sin dignidad coreano de los americanos 😂
      ¿No tuvisteis la ley marcial y un intento de golpe de estado protagonizado por vuestro presidente ahí en Corea del Sur hace nada? 😂 ¿Qué críticas a los demás con el barullo que tenéis ahí montado? Miraos a vosotros mismos