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I'm not sure if this will impact the market the same way the R1 did. However, my general impression is that while Meta spent $20B on their 100k H100s, DeepSeek
by verghese 2y ago
I'm not sure if this will impact the market the same way the R1 did. However, my general impression is that while Meta spent $20B on their 100k H100s, DeepSeek is demonstrating that you can achieve better results far more cost-effectively using just 2k H100s. This doesn't seem like good news for Nvidia, but it sets a great precedent for companies looking to train models.
- jeremyjh 2y agoIt’s essentially as if the number of existing premium GPU chips were multiplied by 30x or 50x. Yes, when you 30x a supply of something, you are going to lower its price. The question is does this lowered price then increase the demand but that’s a lot more speculative than the supply impact, and could easily take much longer to be felt.