There is also the minor matter of the Alex Wang claim that they have 50k H100s but can't talk about it for obvious reasons...
Doesn't take away from the outcome, but the cost numbers may not be 100%
Doesn't take away from the outcome, but the cost numbers may not be 100%
If DeepSeek has 50k H100, I'll assume Tencent, Alibaba and Huawei have 2x or even 3x H100...
1. The rule that more dollars = more GPUs = greater computing power = more advanced LLMs still holds true.
2. Strengthening restrictions on exporting high-end chips to China can effectively curb the development of Chinese AI