Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, ...
So, let's consider a few facts for a moment. Reuters reports that DeepSeek's development entailed 2,000 of Nvidia's H800 GPUs ...
The developer of the chatbot that shocked U.S. incumbents had access to Nvidia chips that its parent company providentially ...
The company claims it used a little more than 2,000 GPUs to train its model and that it had access to 10,000 older Nvidia A100 GPUs. Some experts do not believe it. Alexandr Wang, CEO of Scale AI ...
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
It's hard to compare the A100 to the H800 directly, but it certainly seems like DeepSeek got more done with fewer GPUs. That's why the market got the yips when it comes to Nvidia. Maybe we don't ...
Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.
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