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gmm1990

majority of Nvidia's profits are from huge companies particularly Microsoft and META not individuals buying graphics cards. Look at their current video gaming graphics sales and even if these ai consumer purchases were 10x what there previous graphics sales were then the current valuation wouldn't make sense. This is all ignoring the fact that if the h800 was good enough amd's top line cards should be too.

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>This is all ignoring the fact that if the h800 was good enough amd's top line cards should be too.

You can't pay me to use AMD cards. I have work to do. I don't have time to write drivers for cards that no one supports.

The point of the deepseek r1 paper is that the more synthetic data you generate by over trained models the better the resulting model. That means more GPUs. There is no reason why you can't train a dozen models like their nameless logic model in other domains and then use them for synthetic data augmentation.

The better the foundation model, the better the distilled thinking model.

So yes, an increase need for ever better thinking models.

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