What Are the Financial Trades Around the DeepSeek AI Earthquake?
by Brian Wang from NextBigFuture.com on (#6TWSF)
There are many big questions about the impact of the efficiency gains from the improved DeepSeek methods. Deepseek improved the Reinforcement learning. Deepseek also directly accessed the Nvidia chips. They did NOT use Nvidia CUDA. CUDA was preventing them from doing what they needed to do with the chips. The Deepseek research paper gave a ...