China's Efficient AI Model DeepSeek Sends U.S. Tech Stocks Plummeting

For the enthousiasts:



(listening to this there is no way Lex is an actual ML researcher/engineer. Dude has the same knowledge and comprehension about this subject as Joe Rogan)


I remember one time where Fridman interviewed Jim Keller.
And I was a bit surprised that Keller had to explain so much basic stuff about CPU, GPU and AI.
It wasn't like Fridman was making questions for the audience sake, he really didn't know most of what Keller was taking about.
 

Our analysis shows that the total server CapEx for DeepSeek is ~$1.6B, with a considerable cost of $944M associated with operating such clusters. Similarly, all AI Labs and Hyperscalers have many more GPUs for various tasks including research and training then they they commit to an individual training run due to centralization of resources being a challenge. X.AI is unique as an AI lab with all their GPUs in 1 location.
 
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