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i believe the article is making the case that the market has already priced in the expectation that training (but especially training which is what NVIDIA is us
by throwawaymaths 2y ago
i believe the article is making the case that the market has already priced in the expectation that training (but especially training which is what NVIDIA is useful for) and inference will be continually more expensive and deepseek implies that the hardware required to train and infer really good models has a lower ceiling.
- easygenes 2y agoMostly it just means that we’ve got a new tool we can leverage which is a positive feedback for improving models, and will ultimately increase both train and inference demand and shorten timescales for deeper capabilities.