“[I]ndustry analyst firm SemiAnalysis reports that the company behind DeepSeek incurred $1.6 billion in hardware costs and has a fleet of 50,000 Nvidia Hopper GPUs, a finding that undermines the idea that DeepSeek reinvented AI training and inference with dramatically lower investments than the leaders of the AI industry.”
I have no direct positions in NVIDIA but was hoping to buy a new GPU soon.
No its literally just AI pics/vids of a "girl/model". Simply go on twitter and search AI girl you'll see accounts that do this shit that have thousands of followers. It's a real thing - the future is now old man people want to fuck fake AI girls than real girls invest now lol
Even knowing they are fake doesn't really impact their sexiness tbh. Humans have been whacking off to drawings and walls of texts which are both fake AF. The fantasizing part is what's most important when it comes to porn.
Still pictures especially. They’re basically perfect now. Video has improved an insane amount in even a month or two, it’ll be indistinguishable pretty soon.
Not necessarily. You build up a following on Instagram with regular A.I images.
Then also link that to your OF. This gives paid subs probable naked images of your AI model. I say probable because I haven't subscribed to find out. You can make naked images using offline AI, such as Foosion. Cloud A.I services are subject to adult parental controls.
Some have over 1m subs and are created and run by small media companies.
You can make a live stream using Deep Live also. It's getting better now and may not be noticeable, that it is A.I.
One guy I “knew” (from discord) would pay singaporean chicks to make real videos which he’d post. Then simps would pay to talk to and flirt with these “chicks” via whatsapp. But really these simps were talking to him. Occasionally the singapore ladies would make a new video. Whole thing is messed.
Saw a documentary about something similar, but it was scammers. They hire beautiful girl, a model, from a poor country. I think in this video it was a beautiful girl from Russia. She makes takes some photos and make som small short videos to fish men to send money. If a person start to get suspicious they even recorded a small personal video or make a video call. Its fucked up
Yeah you’d think guys would demand a video chat first if they had any brains, but then again, even with a video chat why would a dude send some random OF chick money? These simp regards belong here. They should blow their money on robinhood instead of OF
I think its some kind of addiction, release of dopamine and adrenaline i guess. Like how many here can just keep throwing away money, gambling, alcohol etc. Its the same thing. Its easy to say just dont do it.
I think people just like the idea of ai being easily distinguishable from real life, so they are hoping ai art will keep 6 fingers so they can always tell.
If I said something like, "The first person to carve stone, made tits." I would have a very good chance of being right without ever finding said legendary titty tablet.
Serious question - why not let the pedos have their AI generated kiddie porn? Wouldn’t them blowing their load to virtual children just decrease their appetite to do the much harder thing of abusing actual children?
What I will say is the problem is recognizing real crimes vs generated images and how they slow down law enforcement in responding due to having to decide what is real and what is not.. if I understand the issue enough.
It ain’t the talk anymore, brotha. The time to get puts was the talk. Now the tariffs are here and all calls and puts are fooked. Flat until eoy and they’ll even figure out a way to wreck iron condors
Are people forgetting that Deepseek’s parent company is a massive trading firm that dedicates a vast majority of its compute capacity to machine learning/deep learning, i.e. the way it makes money?
When we say a "massive" trading company: it's a fund with $7B in AUM, so probably getting ~$100M in management fees annually.
Claiming that they have $1.6B in infrastructure is not completely unbelievable, but it's definitely a big claim which should require solid evidence.
And no matter how you slice it, there's no way they have the kinds of resources that OpenAI has, given that OpenAI raised $7B in October and is reportedly raising another $40B. And that's not even starting on Google.
There's a lot of room to debate numbers, but no matter how you slice it, DeepSeek is the underdog in this story and it's impressive how much they've closed the gap relative to competitors with far more resources.
Even if you believe the numbers someone pulled out his ass, their cluster having 50000 GPUs and DeepSeek being trained on 2000 of them isn't mutually exclusive. That cluster was build to make a profit on the market, deepseek started out as a side project.
Semianalysis is the most authoritative source on semiconductors in the world, they model the entire supply chain and track shipments and sales of enterprise hardware. They actually sell an enterprise data model for tracking AI accelerators and the supply chain.
All the guys that work there are ex Nvidia, Intel, guys, and they have staff based in China and Taiwan.
So if they say this is what most likely is the case, I'm strongly inclined to believe it. I would trust these guys over what fucking Bloomberg is saying, or any other mainstream outlet.
Yes, the debate is the total cost to develop AI, the analysis dives into all the cost associated with developing models and AI and the "5 million training cost" is just 1 line item in a giant bill of materials. You should read the article cause it's very interesting and shows that the media and market reaction was way overblown
My work had a meeting to discuss the paper so I had to read it. The training they do requires a pretrained foundation model. Which means that that’s not part of the cost they provided. That 6M cost was simply for the reasoning model which is sort of on top the foundation model. I think the cost was misconstrued by the journalists to think it was for training this model from scratch.
Note that what they did for 6M is still very impressive. Like ridiculously impressive.
And even you wildly misunderstand this because in their own whitepaper they specified the 5.5 million was for the FINAL TRAINING RUN ONLY.
They never specified how many training runs they had to do before they were ready for the final training run and they never specified the costs of the pre-emptive training runs.
Meaning their numbers could be total bullshit. It could have taken them 20 training runs before the final run and each run could have cost 10 million before they optimized for the final run. We simply don't know.
Honestly are some of you people actually braindead? DeepSeek leverages llama 2 and chatgpt.
It’s like saying Henry Ford was a dumbass for inventing the car when all he had to do was wait 100 years for Toyota to make theirs and he could make it for cheaper.
First mover always has the higher cost because they’re innovating. Nobody wants Temu ChatGPT.
$6M does not include the costs associated with prior research and ablation experiments on architectures, algorithms and data. On top of using American models to distill.
That's what the stupid media doing a hitpiece on US AI tech did not put in their details.
The founder of stability AI has been benching it for weeks now and while the Chinese team did do some neat tricks, its inefficient to have cost $6M for training
Then funniest part was when people were like OMG THEY BYPASSED CUDA NOBODY HAS TO USE NVIDIA ANYMORE... when in reality, they went straight hardware lock...
At least with Cuda C++ tools like Apples CoreML can translate many models to work on native Apple hardware without even using a translating layer once its been compiled, just auto ports the architecture and weights.
I wonder if Nvidia didn't put much effort in optimizing Cuda for the crippled export cards, and they needed to go straight PTE to get more performance from the cards.
And starting whatever regarded astroturfing campaign I've been seeing on reddit along the lines of "looooool openai stoled all our data and then deepdick stole theirs cry more nerd hahah"
Invoking laws of physics on software optimizations is pretty stupid, you're assuming we have the best solution to AGI already which is probably not the case.
Is Nvidia frame generation also violating physics?
This is when you realize a lot of people who are vested in the market have 0 idea wtf they’re talking about. It was pretty clear they were running on Nvidia GPUs. I can maybe see why other AI stocks were falling, but Nvidia falling made absolutely no sense.
If I know one thing for sure it's that every time I think I might be able to buy a Graphics Card the timeline shifts and I end up in the universe where they stay expensive, no matter what.
However, the company clarifies that most transactions with Singapore involve shipments sent elsewhere, not China. Nvidia reports sales based on 'bill to' locations, which do not always reflect where the products are ultimately used.
"The revenue associated with Singapore does not indicate diversion to China," a statement by Nvidia reads. "Our public filings report 'bill to' not 'ship to' locations of our customers. Many of our customers have business entities in Singapore and use those entities for products destined for the U.S. and the West. We insist that our partners comply with all applicable laws, and if we receive any information to the contrary, act accordingly."
Singapore also has a lot of data centers, and their DC customers include AWS, Microsoft Azure, IBM Softlayer, Google Cloud, etc.
They didn’t lie though. It’s public in their papers that the 5 million was the training budget not the infrastructure budget.
They’re far more transparent than OpenAI
They said training costs were $6M, which they were. Their infrastructure cost is not their training costs. You misunderstanding what they said doesn't make them liars.
This is like me saying "hey, I just had my house professionally cleaned for $500" and you saying "look at this lying sack of shit, saying his house cost $500".
Did you even read the article before reflexively posting something anti-China? Honestly, the western world isn’t doing so well right now so maybe hold on to your stones in your glass house.
Can we stop posting the same quote from the Outlier AI CEO? He doesn’t know what he’s talking about. The Hopper chips are the gimped H200s and so fully compliant with export regulations, not H100s. The training cost of 5.5m is not outlandish and is plausible.
It’s literally in the paper that it cost 5.5m to train and that they used H200s, maybe if people could stop reading past headlines and use their brain they could realize that the ones lying to them are not Deepseek.
I guarantee none of you even read the article. Even if you did I bet 80% of you wouldn't even understand what you read.
But get this straight regards. DeepSeek doesn't need anymore $NVDA GPUs to do what it is doing today. No more money will line Huang and America's pockets for this product to flourish and grow.
It doesn't matter. You're all looking for confirmation of your bias and that's easy to find. Please keep in the back of your mind this very simple fact however -
A LOT of VERY RICH AMERICANS are HIGHLY LEVERAGED in $NVDA right now. I'll let you determine what that means for any motivation that might exist to continue retail's bagholding dip buying.
_DeepSeek doesn't need anymore $NVDA GPUs to do what it is doing today
The important part is "what it's doing today", if they want to improve adding more GPU is still a good strategy. Also but way less important gpus have a lifecycle so replacement will be necessary
Said this last week. High Flyer has a $2b lab. High Flyer owns DeepSeek. It was fucking simple to figure this out. So the media lied to everyone and tanked NVDA to buy it all up before earnings. Like usual.
Yo deepseeks R1 is insane. Reading how it breaks down problems is nuts to me. I could have never imagined this being a thing when I was a kid. And I’m only 30. I used all three major AI’s to debug some code and R1 blew both out of the water by a LONG SHOT
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u/VisualMod GPT-REEEE Feb 02 '25
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