Moderately interesting from a geopolitical perspective but beyond that not so much.
DS4 could be an interesting release though. Hoping they come out with a coding plan and increase context dramatically. The current 8K doesn’t really do it
the article is framing this as DeepSeek hiding sanctions violations but it's probably simpler. Give Huawei early access before Nvidia can optimize for the model and you help build a domestic chip ecosystem.
Models have become a commodity, hardware not so much; why would Nvidia care? It's the models who are competing primarily, not hardware manufacturers.
Also, models are software, so easy to switch out. AI hardware otoh has a approx. 3-5 year useful life, I don't see how this affects hardware already running, or getting built.
This is getting played in (parts of) the US press like it's DeepSeek trying to hide the fact that it trained its model on "illegal" hardware but in fact it's really likely about trying to give Huawei an early advantage.
Moderately interesting from a geopolitical perspective but beyond that not so much.
DS4 could be an interesting release though. Hoping they come out with a coding plan and increase context dramatically. The current 8K doesn’t really do it
the article is framing this as DeepSeek hiding sanctions violations but it's probably simpler. Give Huawei early access before Nvidia can optimize for the model and you help build a domestic chip ecosystem.
I don't get this.
Models have become a commodity, hardware not so much; why would Nvidia care? It's the models who are competing primarily, not hardware manufacturers.
Also, models are software, so easy to switch out. AI hardware otoh has a approx. 3-5 year useful life, I don't see how this affects hardware already running, or getting built.
I don't quite get it if that is bad thing for Nvidia and AMD. How would them be able to optimize their GPUs with a model?
Via drivers I’d assume
This is getting played in (parts of) the US press like it's DeepSeek trying to hide the fact that it trained its model on "illegal" hardware but in fact it's really likely about trying to give Huawei an early advantage.