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DeepSeek's AI breakthrough bypasses industry-standard CUDA, uses assembly-like PTX programming instead
(www.tomshardware.com)
This is a most excellent place for technology news and articles.
What is amazing in this case is that they achieved spending a fraction of the inference cost that OpenAI is paying.
Plus they are a lot cheaper too. But I am pretty sure that the American government will ban them in no time, citing national security concerns, etc.
Nevertheless, I think we need more open source models.
Not to mention that NVIDIA also needs to be brought to earth.
Even if they get banned, any startup could replicate their work if it is truly open source. The best thing about their solution is that it breaks the CUDA monopoly that NVDA has enjoyed. Buy your puts when NVDA bounces because that stock is GOING DOWN. There’s no world where a company that makes GPU’s is worth more than both Apple and Microsoft. It’s inevitable.
Never forget kids the market can stay irrational much longer than you can stay solvent.
True. Thats why I tend to make small plays instead of being an absolute degenerate gambler.