China isn't far ahead, they're not even ahead. They reproduced the results that our labs created a few months ago. They did it more cheaply. That's exactly what you should expect. If they had done it first and our labs were merely recreating the results, our labs would have also done it more cheaply. That's how research goes, it's the nature of progress. We don't know for sure that China didn't have leaked internal code or documents from our labs. I'm not saying they did, but let's just face facts. China almost certainly has spies. Remember the Manhattan project? Surrounded by our best GOVERNMENT security during WWII? The one where the soviets had a mole inside the group of scientists?
@briancase6180 I said WHEN they are far ahead - which they will be. Just listen to what all the top tech guys are saying about DeepSeek - they're all very impressed.
You are assuming China will be ahead. And why would you assume they wouldn’t acknowledge it? I’m sure they acknowledge China is ahead on other things (solar for example). I don’t know why you would attack them for something they haven’t done yet.
If this is true, then valuations of U.S. companies are probably 70-80% overvalued in the AI realm (some). But will be a reckoning and then we see who survives
Tik tok!! China just literally threw a huge pin at the AI bubble saying. ‘Investors…have fun overpaying for the rest of your life. Your money is gone!’
Deep Seek doesn't sound like the Nvidia Blackwell killer the market is threatened by. They had to use 50,000 H100 GPU's to get that performance. GPT on liquid cooled Blackwell servers would blow it out of the water.
The cost is the issue. And Tom Brady will play football again for 1 billion a year. Is is it worth it for a mediocre result. This the time when you start moving to the exits and let these rats trip over themselves
The way you talk over each other makes these presentations far more difficult to follow than they could and should be. Maybe respect each other, respect your audience, and be more circumspect with your interjections. Thanks.
Deepseek LLM can somebody put a price tag quantify this no matter where it is in the world it's a lot of money. Is it not just in itself no matter where? What's the price tag of this worth? How do you quantify that?
Agentic AI real world spps don't need a NVDIA or by end GPU's, thats proven now. I had similar concept proved a month ago in a low grade server. ua-cam.com/video/6GkTX0HdOj0/v-deo.html
😂😂 the copium on DeepSeek is crazy. China wont get credit even when they're far far ahead...
China isn't far ahead, they're not even ahead. They reproduced the results that our labs created a few months ago. They did it more cheaply. That's exactly what you should expect. If they had done it first and our labs were merely recreating the results, our labs would have also done it more cheaply. That's how research goes, it's the nature of progress. We don't know for sure that China didn't have leaked internal code or documents from our labs. I'm not saying they did, but let's just face facts. China almost certainly has spies. Remember the Manhattan project? Surrounded by our best GOVERNMENT security during WWII? The one where the soviets had a mole inside the group of scientists?
@briancase6180 I said WHEN they are far ahead - which they will be. Just listen to what all the top tech guys are saying about DeepSeek - they're all very impressed.
You are assuming China will be ahead. And why would you assume they wouldn’t acknowledge it? I’m sure they acknowledge China is ahead on other things (solar for example). I don’t know why you would attack them for something they haven’t done yet.
If this is true, then valuations of U.S. companies are probably 70-80% overvalued in the AI realm (some). But will be a reckoning and then we see who survives
@@briancase6180 you live in a bubble just like your ai stonks.
Tik tok!! China just literally threw a huge pin at the AI bubble saying. ‘Investors…have fun overpaying for the rest of your life. Your money is gone!’
Gene is Brilliant.
Deep Seek doesn't sound like the Nvidia Blackwell killer the market is threatened by. They had to use 50,000 H100 GPU's to get that performance. GPT on liquid cooled Blackwell servers would blow it out of the water.
The cost is the issue. And Tom Brady will play football again for 1 billion a year. Is is it worth it for a mediocre result. This the time when you start moving to the exits and let these rats trip over themselves
The way you talk over each other makes these presentations far more difficult to follow than they could and should be. Maybe respect each other, respect your audience, and be more circumspect with your interjections. Thanks.
100% agree
Deepseek LLM can somebody put a price tag quantify this no matter where it is in the world it's a lot of money. Is it not just in itself no matter where? What's the price tag of this worth? How do you quantify that?
how will trump allocate or his spoons will aid 500 billion doarrs. it is repeat of 2019 when he annonce foxconn will aid project in kenosha......
Lots of h1b visas to be issued for foreigners to work on yhe Stargate AI project
ICP, the landing pad for Ai, Agents, and Language Models.
H 100 The percentage of the sales are known so it says something different meaning they can account for them. I'd like that number
Ля, аж вздрогнул от превьюхи, думал Торвальд...
DeepSeek gonna rule the AI software world. Nvidia gonna rule the UNIVERSE!
Agentic AI real world spps don't need a NVDIA or by end GPU's, thats proven now. I had similar concept proved a month ago in a low grade server. ua-cam.com/video/6GkTX0HdOj0/v-deo.html
Deepseek=assinback
Stargate is Gate crashed by Deepseek small 🐟 already. we don't know what you two guys are talking about. it looks empty
IMAGINEid Stargate was like the tv sbow
When Pakistan awakens, it will shake the world.