saturnwow
commented on
saturnwow
commented on
$NVIDIA (NVDA.US)$
The detailed analysis of DeepSeek by Semianalysis is summarized as follows.
The rapid growth and market impact of DeepSeek
• Traffic Increase: DeepSeek has recorded daily traffic surpassing Claude, Perplexity, Gemini in the past week.
Underestimation and overestimation: In the USA, it has been underestimated in the past, but the current level of attention includes exaggeration.
Discussion on the scaling law: Extreme arguments such as "the scaling law is breaking down" and "algorithmic progress is too fast" are rampant.
Misconceptions about the GPU not being needed: There has been a notion that GPUs are not needed with the introduction of DeepSeek, but in reality, the prices of H100/H200 have risen.
Background and financial strength of DeepSeek
• Relationship with High-Flyer: DeepSeek was originally born as the AI investment division of the Chinese hedge fund High-Flyer.
• Massive GPU Investment:
• Purchased 0.01 million units of A100 in 2021.
• Subsequently secured a scale of 0.05 million units of Hopper series GPUs including H800/H20/H100.
• Operation funded by company funds: External investments are...
The detailed analysis of DeepSeek by Semianalysis is summarized as follows.
The rapid growth and market impact of DeepSeek
• Traffic Increase: DeepSeek has recorded daily traffic surpassing Claude, Perplexity, Gemini in the past week.
Underestimation and overestimation: In the USA, it has been underestimated in the past, but the current level of attention includes exaggeration.
Discussion on the scaling law: Extreme arguments such as "the scaling law is breaking down" and "algorithmic progress is too fast" are rampant.
Misconceptions about the GPU not being needed: There has been a notion that GPUs are not needed with the introduction of DeepSeek, but in reality, the prices of H100/H200 have risen.
Background and financial strength of DeepSeek
• Relationship with High-Flyer: DeepSeek was originally born as the AI investment division of the Chinese hedge fund High-Flyer.
• Massive GPU Investment:
• Purchased 0.01 million units of A100 in 2021.
• Subsequently secured a scale of 0.05 million units of Hopper series GPUs including H800/H20/H100.
• Operation funded by company funds: External investments are...
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saturnwow
commented on
$NVIDIA (NVDA.US)$
$NASDAQ 100 Index (.NDX.US)$
Although I plan to naturalize, I am still Chinese, so I will write a little about this issue.
All information from China always includes exaggerated publicity. Despite claiming low cost, API usage was unavailable yesterday, believed to be due to excessive hardware load.
Internet publicity related to China is also active, criticizing those who doubt deepseek.
The unresolved issues that deepseek will not be able to address in the future include obeying the specific characters and answering questions as instructed by the China government, responding according to China government's claims. For example, the Senkaku Islands.
I will not use it no matter how cheap it is unless I can provide the correct answers.
Supplement
The entered information is stored on servers in China and managed by the Chinese government. Are you not afraid?
$NASDAQ 100 Index (.NDX.US)$
Although I plan to naturalize, I am still Chinese, so I will write a little about this issue.
All information from China always includes exaggerated publicity. Despite claiming low cost, API usage was unavailable yesterday, believed to be due to excessive hardware load.
Internet publicity related to China is also active, criticizing those who doubt deepseek.
The unresolved issues that deepseek will not be able to address in the future include obeying the specific characters and answering questions as instructed by the China government, responding according to China government's claims. For example, the Senkaku Islands.
I will not use it no matter how cheap it is unless I can provide the correct answers.
Supplement
The entered information is stored on servers in China and managed by the Chinese government. Are you not afraid?
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
saturnwow
reacted to
$NVIDIA (NVDA.US)$
I set up a local environment for DeepSeek on my PC and tried various things, but it might be really amazing.
I don't really believe the numbers announced by China about development costs being less than 1/10 of OpenAI's.
Still, NVIDIA's stock price may be tough in the short term.
I set up a local environment for DeepSeek on my PC and tried various things, but it might be really amazing.
I don't really believe the numbers announced by China about development costs being less than 1/10 of OpenAI's.
Still, NVIDIA's stock price may be tough in the short term.
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saturnwow
reacted to and commented on
10
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saturnwow
reacted to
$SEALSQ Corp (LAES.US)$
SEALSQ and WISeSat are joining forces to create a next-generation secure satellite constellation using a Satellite-as-a-Service (SataaS) model.
The reason for the decline at night seems to be due to the risk of launching satellites, but if successful, the effects of using quantum computers for geographic analysis, logistics, agriculture, etc. can be expected, paving the way for a skyrocketing rise... Holding position is no problem! It's impressive to see a company that doesn't forget its aggressive attitude!
It will bounce back soon, this is it...
This is what LAES is telling those who are looking to sell.
SEALSQ and WISeSat are joining forces to create a next-generation secure satellite constellation using a Satellite-as-a-Service (SataaS) model.
The reason for the decline at night seems to be due to the risk of launching satellites, but if successful, the effects of using quantum computers for geographic analysis, logistics, agriculture, etc. can be expected, paving the way for a skyrocketing rise... Holding position is no problem! It's impressive to see a company that doesn't forget its aggressive attitude!
It will bounce back soon, this is it...
This is what LAES is telling those who are looking to sell.
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saturnwow
reacted to
$Tesla (TSLA.US)$
I thought it would need a little more adjustment, but maybe not? 🤔
If it doesn't go down, I might not buy more (since currently Tesla has the largest shareholding).
I thought it would need a little more adjustment, but maybe not? 🤔
If it doesn't go down, I might not buy more (since currently Tesla has the largest shareholding).
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saturnwow
reacted to and commented on
$SEALSQ Corp (LAES.US)$
$Rigetti Computing (RGTI.US)$
$D-Wave Quantum (QBTS.US)$
What's with this explosive surge? I can't sleep because I'm so worried!![]()
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$Rigetti Computing (RGTI.US)$
$D-Wave Quantum (QBTS.US)$
What's with this explosive surge? I can't sleep because I'm so worried!
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saturnwow
reacted to
$SEALSQ Corp (LAES.US)$
$Rigetti Computing (RGTI.US)$
$D-Wave Quantum (QBTS.US)$
It's still too early to give up and take profit!
Your abilities are not limited to this...
$Rigetti Computing (RGTI.US)$
$D-Wave Quantum (QBTS.US)$
It's still too early to give up and take profit!
Your abilities are not limited to this...
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![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
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![[loading]](data:image/svg+xml;base64,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)
saturnwow : Because the USA and its people regard China as an imagined enemy and the biggest competitor, overlooking the Bullish opportunities.
saturnwow saturnwow : There should always be a demand for AI computing power, and it will continue to upgrade. It's similar to Electrical Utilities; once developed, it will never be considered excessive. Therefore, it is difficult to say that DeepSeek is an absolute threat; rather, healthy competition will help the industry thrive.