tw1984 3 days ago

just saw this on Chinese internet - deepseek officially mentioned that v3.1 is trained using UE8M0 FP8 as that is the FP8 to be supported by the next gen Chinese AI chip. so basically -

some Chinese next gen AI chips is coming, deepseek is working with them to get its flagship model trained using such domestic chips.

interesting time ahead! just imagine what it could do to NVIDIA share price when deepseek releases a SOTA new model trained without using NVIDIA chips.

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Alifatisk 3 days ago | parent | next [-]

Time to short Nvidia?

	▲	hangonhn 3 days ago \| parent \| next [-]
		No because people never really talk about the quantity of the alternatives -- i.e. Huawei Ascent. Even if Huawei can match the quality, their yields are still abysmal. The numbers I've heard are in the hundreds of thousands vs. millions by Nvidia. In the near future, Nvidia's dominance is pretty secure. The only thing that can threaten it is if this whole AI thing isn't worth what some people imagined it is worth and people start to realize this.
	▲	ychan268 3 days ago \| parent \| prev [-]
		No evidence v3.1 is trained on Chinese chips(they said very ambiguously, only said they adapted the model for Chinese chips, could be training, could be inference) Anyway, from my experience, if China really has advanced AI chips for SOTA model, I am sure propaganda machine will go all out, look how they boasted Huawei CPU that’s two generations behind Qualcomm and TSMC

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Narciss 3 days ago | parent | prev [-]

V interesting, thanks for sharing