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Power Stocks Had Been on an AI Tear. Then Came DeepSeek
- Jimmc414 2y agohttps://archive.is/VO2ai https://archive.is/VO2ai
- aurareturn 2y agoI predict that Wallstreet is going to be in for a shock when in a few months, Nvidia reports even higher sales due to everyone rushing to buy GPUs to inference cutting edge open source models and leading AI labs are just using the efficiency gains to make even bigger models instead of slowing down.
- hassleblad23 2y agohttp://www.incompleteideas.net/IncIdeas/BitterLesson.html http://www.incompleteideas.net/IncIdeas/BitterLesson.html
- hassleblad23 2y agoTo clarify, I think betting against AI being compute hungry in the future is probably a bad idea.
- taylodl 2y agoI can run existing models while using less hardware? Great! Let's build bigger models! If you already have the hardware and have already committed to its capitalization, then you have every incentive in the world to do exactly that. If that's what my competitor is doing, then that's what I need to do too if I want to remain in business. TL;DR - I think you're right!
- deleted 2y ago[deleted]