New Chinese GPUs and the Truth about DeepSeek. NVIDIA is out?
AI Summary
This video discusses the significant impact of the Chinese AI company DeepSeek’s R1 model release on the GPU market, highlighting recent advancements in Chinese GPUs and the shifting dynamics in AI hardware demands. The presenter breaks down how DeepSeek’s innovative approach has led to lower hardware training costs compared to competitors like OpenAI, which could reshape the GPU landscape. Key players in the Chinese market such as Huawei and new GPU models, including the Ascend 910b and 910c, are also analyzed. Additionally, challenges related to manufacturing yields at SMIC and the need for self-sufficiency in memory production are explored. Overall, the dialogue emphasizes the emerging competition for NVIDIA in the Chinese market as local companies develop powerful and efficient GPU technologies, hinting at a future where LLMs become a commodity, further intensifying the race in AI development.