The dominance of US tech giants is in question. With reduced-capability chips outperforming massive investments, the bubble of overinflated valuations in big tech could burst. The market might soon be forced to recalibrate, adjusting to a reality where smaller, more agile companies can match or even surpass the performance of the giants, without the endless cash burn. A reckoning for the Nasdaq could be on the horizon.
not to mention you can download the DeepSeek model files and fine-tune it yourself on your own data versus paying huge $$$ to OpenAI token API.
— John McMorris (@stockpicks) January 24, 2025
Billionaire and Scale AI CEO Alexandr Wang: DeepSeek has about 50,000 NVIDIA H100s that they can’t talk about because of the US export controls that are in place. pic.twitter.com/J8ZIXwS2Ja
— Chubby♨️ (@kimmonismus) January 24, 2025
What’s more likely?
1 – small group of AI engineers at @deepseek_ai figures out how to beat all of the top researchers in the world as a side project
2 – Chinese government has 100k GPUs they shouldn’t have and releases open source models claiming $6m training cost as a psyop
— Avichal – Electric ϟ Capital (@avichal) January 24, 2025
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