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There is also the minor matter of the Alex Wang claim that they have 50k H100s but can't talk about it for obvious reasons... Doesn't take away from the outcom
by Havoc 2y ago
There is also the minor matter of the Alex Wang claim that they have 50k H100s but can't talk about it for obvious reasons...
Doesn't take away from the outcome, but the cost numbers may not be 100%
- suraci 2y agoWho's Alex Wang, and why are his words taken seriously? If DeepSeek has 50k H100, I'll assume Tencent, Alibaba and Huawei have 2x or even 3x H100...
- langitbiru 2y agoHe is the CEO of Scale AI. https://x.com/kimmonismus/status/1882824571281436713 https://x.com/kimmonismus/status/1882824571281436713
- Havoc 2y agoIt’s hard to tell but I think the idea of a fair few h100s floating around china seems very plausible to me. Controls around it don’t seem super tight esp in early days
- suraci 2y agoWell, thinking this way will likely lead to making assumptions: 1. The rule that more dollars = more GPUs = greater computing power = more advanced LLMs still holds true. 2. Strengthening restrictions on exporting high-end chips to China can effectively curb the development of Chinese AI