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Wow, those sanctions against China for AI hardware sure are effective, amiright?! Really putting China behind the good ol’ USA! /s /s /s
It also shows up those Shanghai liberals recently saying they need to open up to investment from Meta, Open AI, Google and such because of AI. I know they also said to connect to the world through FB, X, etc, but now the AI excuse looks laughable.
A) Good
B) Wow I go so long between reading Blind posts that I forget how much the comments are distilled cancer
I need to get out of techI hate tech people so much lmao
How would they face the leadership when every single “leader” of gen ai org is making more than what it cost to trained deepseek v3 entirely
Lmao, I love how absurd “management” is in these companies. Just a bunch of beauracratic bloat that serves no purpose other than to get their name attached to some bs project they can claim credit for
amazing to watch the whole scam exposed for what it is
One thing that I find worrying is actually that, although US IT companies are objectively and clearly falling behind Chinese ones, their stock price keeps going up, I suppose moreso due to their closing ranks with Trump.
Admittedly I know next to nothing about share value trading, but shouldn’t developments such as these temper investors interests in those specific companies making “AI” their next big thing? I’m afraid the bubble burst will be worse than 2008.
I very much expect the AI bubble to pop in the near future, and DeepSeek goes a long way towards ensuring this happens by completely breaking the business model of western AI companies. Nvidia and AI basically carried the whole market, and now it turns out that you can do the same thing with a fraction of the resources. That means nobody needs huge volumes of latest and greatest Nvidia chips anymore.
But what is to limit Nvidia from just shifting to “wow now that more can be done with less, we will do even more with EVEN MORE CARDS” and apply the improvements from Deepseek to their own models while continuing to ramp up in the same way?
Eventually there will be a pop, but I genuinely don’t get how this ushers in that pop. I guess the diminishing returns of these systems is hastened? As in, adding more cards with more resources will continuously have less effect. But companies will for now still want even the smallest edge by putting Deepseek-style-improved-AI on even bigger data centers.
That’s what OpenAI thought originally when they started working on ChatGPT5, they figured they’d just make the model bigger and it’s going to do more. Turns out that making the model bigger doesn’t actually produce better results. We’re also at a point now where most of the publicly available information has been scraped as well. Now the focus is turning towards improving algorithms for making sense of the data as opposed to just stuffing more data into the model. And this is a problem for Nvidia because current generation of chips is already good enough for doing this.
Of course, people will find ways to utilize more processing power as is always the case. But at least in the near term, this is no longer the bottleneck.
Interesting, I was unaware that we had already hit the limits of used data. That makes sense then. I hope that your analysis is correct, it’d be good news
